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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $166,671 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $29,605 |
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 | $42,311 | $120,450-64.9% | $159,474-73.5% | $93,010-54.5% |
| Participation rate | 98.8% | 78.0%+20.8pp | 82.8%+16.0pp | 73.9%+24.9pp |
| Annual return | 18.37% | 27.11%-8.7pp | 263.68%-245.3pp | 158.70%-140.3pp |
| Employer contribution / active EE | $2,706 | $3,526-23.3% | $4,831-44.0% | $2,7050% |
| Participant deferral / active EE | $9,417 | $7,283+29.3% | $7,353+28.1% | $4,561+106.5% |
| Admin fee / account holder | $76 | $137-44.2% | $10,802-99.3% | $152-49.7% |