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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 | $122,219-36.7% | $147,096-47.4% | $199,921-61.3% |
| Participation rate | 97.9% | 78.3%+19.7pp | 82.2%+15.7pp | 72.0%+25.9pp |
| Annual return | 18.30% | 30.59%-12.3pp | 419.75%-401.4pp | 34.28%-16.0pp |
| Employer contribution / active EE | $4,263 | $4,096+4.1% | $4,936-13.6% | $3,035+40.4% |
| Participant deferral / active EE | $14,399 | $8,503+69.3% | $8,071+78.4% | $5,089+183.0% |
| Admin fee / account holder | $91 | $179-49.1% | $13,005-99.3% | $269-66.1% |