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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,756 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,359 | $92,076-26.8% | $105,607-36.2% | $77,736-13.3% |
| Participation rate | 83.2% | 81.0%+2.2pp | 75.3%+7.9pp | 70.6%+12.6pp |
| Annual return | 14.91% | 17.84%-2.9pp | 116.11%-101.2pp | 31.26%-16.3pp |
| Employer contribution / active EE | $4,896 | $3,370+45.3% | $3,167+54.6% | $2,728+79.5% |
| Participant deferral / active EE | $5,268 | $5,390-2.2% | $5,011+5.1% | $4,651+13.3% |
| Admin fee / account holder | $103 | $219-53.0% | $10,958-99.1% | $433-76.2% |