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| Provider | Service type | Compensation |
|---|---|---|
COHN REZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $6,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,028 |
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 | $84,364 | $71,666+17.7% | $117,861-28.4% | $69,631+21.2% |
| Participation rate | 93.3% | 77.5%+15.8pp | 79.7%+13.6pp | 70.7%+22.6pp |
| Annual return | 21.91% | 18.86%+3.1pp | 335.11%-313.2pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $1,089 | $1,889-42.4% | $3,786-71.2% | $2,032-46.4% |
| Participant deferral / active EE | $5,522 | $3,340+65.3% | $4,482+23.2% | $3,224+71.3% |
| Admin fee / account holder | $21 | $120-82.2% | $8,021-99.7% | $110-80.6% |