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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $217,321 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $48,750 |
CROWE LLP2 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $19,378 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $14,132 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,302 | $78,852-40.0% | $76,768-38.4% | $75,289-37.2% |
| Participation rate | 91.3% | 85.0%+6.4pp | 77.0%+14.4pp | 72.4%+18.9pp |
| Annual return | -3.55% | -1.29%-2.3pp | 2.43%-6.0pp | -0.04%-3.5pp |
| Employer contribution / active EE | $1,574 | $2,794-43.7% | $2,485-36.7% | $2,405-34.6% |
| Participant deferral / active EE | $3,830 | $4,800-20.2% | $3,852-0.6% | $3,739+2.5% |
| Admin fee / account holder | $86 | $79+9.4% | $6,676-98.7% | $102-15.5% |