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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,066 |
Service code 27 · EIN 38-1961943 | Advisory (Plan) | $5,815 |
NATIONAL FINANCIAL SERVICES3 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $2,272 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,953 | $47,456-5.3% | $172,757-74.0% | $77,775-42.2% |
| Participation rate | 74.8% | 66.3%+8.5pp | 82.6%-7.9pp | 73.2%+1.5pp |
| Annual return | 34.29% | 35.57%-1.3pp | 803.06%-768.8pp | 32.58%+1.7pp |
| Employer contribution / active EE | $2,817 | $1,574+78.9% | $5,144-45.2% | $2,504+12.5% |
| Participant deferral / active EE | $5,804 | $2,560+126.8% | $5,198+11.7% | $3,966+46.4% |
| Admin fee / account holder | $17 | $81-79.0% | $13,956-99.9% | $100-83.0% |