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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,184 |
FELDMAN, INGARDONA & CO.5+ years Service code 27 · EIN 36-4137178 | Advisory (Plan) | $50,000 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $91,651 | $71,757+27.7% | $75,906+20.7% | $82,204+11.5% |
| Participation rate | 71.6% | 69.0%+2.7pp | 69.3%+2.3pp | 73.4%-1.8pp |
| Annual return | 22.77% | 22.77%0pp | 30.73%-8.0pp | 26.31%-3.5pp |
| Employer contribution / active EE | $1,228 | $2,325-47.2% | $2,501-50.9% | $2,707-54.6% |
| Participant deferral / active EE | $4,168 | $3,327+25.3% | $3,604+15.7% | $4,246-1.8% |
| Admin fee / account holder | $19 | $87-77.9% | $5,421-99.6% | $76-74.6% |