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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,486 |
Service code 27 1250 S CAPITAL OF TEXAS HWY BLDG · WEST LAKE HILLS, TX 78746 | Advisory (Plan) | $9,520 |
Service code 10 · EIN 26-1631123 | Accounting | $8,667 |
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 | $61,921 | $74,089-16.4% | $133,975-53.8% | $55,167+12.2% |
| Participation rate | 92.2% | 84.3%+7.9pp | 87.1%+5.1pp | 69.0%+23.2pp |
| Annual return | 8.64% | 12.11%-3.5pp | 29.29%-20.7pp | 169.23%-160.6pp |
| Employer contribution / active EE | $4,247 | $3,064+38.6% | $5,211-18.5% | $1,963+116.4% |
| Participant deferral / active EE | $9,458 | $4,678+102.2% | $6,282+50.6% | $3,054+209.7% |
| Admin fee / account holder | $159 | $458-65.2% | $9,324-98.3% | $504-68.4% |