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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $233,738 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,078 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,236 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,316 | $122,128-36.7% | $147,117-47.4% | $200,096-61.4% |
| Participation rate | 97.9% | 78.2%+19.7pp | 82.2%+15.7pp | 72.0%+25.9pp |
| Annual return | 18.30% | 30.58%-12.3pp | 420.54%-402.2pp | 34.26%-16.0pp |
| Employer contribution / active EE | $4,263 | $4,093+4.2% | $4,932-13.6% | $3,038+40.3% |
| Participant deferral / active EE | $14,399 | $8,484+69.7% | $8,065+78.5% | $5,090+182.9% |
| Admin fee / account holder | $91 | $180-49.2% | $12,993-99.3% | $269-66.1% |