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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $175,393 |
AUDIT AND TAX SOLUTIONS1+ years Filed as: AUDIT AND TAX SOLUTIONS CPAS, INC. Service code 10 · EIN 94-3211753 | Accounting | $9,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,575 |
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 | $175,505 | $79,519+120.7% | $95,964+82.9% | $73,412+139.1% |
| Participation rate | 95.4% | 81.2%+14.2pp | 77.1%+18.3pp | 72.2%+23.2pp |
| Annual return | 108.40% | 19.20%+89.2pp | 91.64%+16.8pp | 59.30%+49.1pp |
| Employer contribution / active EE | $2,513 | $2,048+22.7% | $2,541-1.1% | $2,234+12.5% |
| Participant deferral / active EE | $11,196 | $4,138+170.6% | $4,167+168.7% | $3,806+194.2% |
| Admin fee / account holder | $11 | $184-94.2% | $6,797-99.8% | $158-93.3% |