| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 94-3060126 | Advisory (Plan) | $89,728 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $11,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$551,495 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,284 | $86,496-24.5% | $80,977-19.4% | $329,111-80.2% |
| Participation rate | 99.4% | 80.0%+19.5pp | 75.8%+23.6pp | 67.9%+31.6pp |
| Annual return | 14.55% | 20.13%-5.6pp | 17.11%-2.6pp | 16.35%-1.8pp |
| Employer contribution / active EE | $3,495 | $2,395+45.9% | $3,715-5.9% | $2,303+51.7% |
| Participant deferral / active EE | $12,005 | $5,350+124.4% | $5,696+110.8% | $3,682+226.0% |
| Admin fee / account holder | -$27 | $69-139.3% | $5,517-100.5% | $754-103.6% |