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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $230,488 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $39,011 |
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 | $57,354 | $107,415-46.6% | $135,974-57.8% | $80,157-28.4% |
| Participation rate | 98.8% | 78.0%+20.7pp | 81.9%+16.9pp | 72.9%+25.8pp |
| Annual return | 21.37% | 91.99%-70.6pp | 68.30%-46.9pp | 40.39%-19.0pp |
| Employer contribution / active EE | $4,283 | $3,878+10.4% | $4,859-11.9% | $2,977+43.8% |
| Participant deferral / active EE | $13,245 | $8,189+61.7% | $7,760+70.7% | $5,015+164.1% |
| Admin fee / account holder | $88 | $127-31.0% | $10,767-99.2% | $145-39.6% |