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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $37,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50 |
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 | $133,314 | $43,133+209.1% | $89,435+49.1% | $73,497+81.4% |
| Participation rate | 95.2% | 55.0%+40.2pp | 68.0%+27.2pp | 70.7%+24.5pp |
| Annual return | 15.40% | 135.66%-120.3pp | 245.55%-230.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $5,217 | $1,438+262.8% | $2,587+101.7% | $2,270+129.8% |
| Participant deferral / active EE | $10,850 | $2,445+343.8% | $3,890+178.9% | $3,740+190.1% |
| Admin fee / account holder | $0 | $444-99.9% | $4,884-100.0% | $513-99.9% |