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| Provider | Service type | Compensation |
|---|---|---|
RYAN AND MCDONALD1 year Filed as: RYAN & MCDONALD Service code 10 · EIN 77-0583407 | Accounting | $8,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,994 |
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 | $125,912 | $65,557+92.1% | $105,738+19.1% | $56,287+123.7% |
| Participation rate | 98.0% | 63.4%+34.6pp | 76.3%+21.6pp | 69.9%+28.1pp |
| Annual return | 9.65% | -1.32%+11.0pp | 6.27%+3.4pp | -9.96%+19.6pp |
| Employer contribution / active EE | $1,221 | $1,788-31.7% | $3,268-62.7% | $2,111-42.2% |
| Participant deferral / active EE | $6,009 | $2,418+148.5% | $4,080+47.3% | $3,350+79.4% |
| Admin fee / account holder | $70 | $561-87.6% | $6,913-99.0% | $521-86.7% |