Filed August 4, 2025 (most recent of 17 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,658,161 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $50,800 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,436 | $107,401+164.8% | $146,649+94.0% | $106,520+167.0% |
| Participation rate | 97.3% | 78.6%+18.7pp | 80.1%+17.2pp | 71.3%+26.0pp |
| Annual return | 15.56% | 18.50%-2.9pp | 22.75%-7.2pp | 19.28%-3.7pp |
| Employer contribution / active EE | $7,314 | $2,794+161.8% | $4,137+76.8% | $2,840+157.5% |
| Participant deferral / active EE | $7,795 | $4,619+68.8% | $5,506+41.6% | $4,948+57.6% |
| Admin fee / account holder | $94 | $65+44.7% | $10,281-99.1% | $75+25.6% |