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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $214,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,172 |
Form 5500 reported that benefits due were not provided when due.
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 | $192,903 | $89,123+116.4% | $102,460+88.3% | $77,762+148.1% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.5%+20.2pp | 70.6%+26.1pp |
| Annual return | 15.64% | 25.05%-9.4pp | 29.47%-13.8pp | 31.27%-15.6pp |
| Employer contribution / active EE | $3,828 | $2,700+41.8% | $3,025+26.5% | $2,728+40.3% |
| Participant deferral / active EE | $16,589 | $5,148+222.3% | $5,056+228.1% | $4,651+256.7% |
| Admin fee / account holder | $5 | $236-98.1% | $9,460-100.0% | $433-99.0% |