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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON LAUDER & SAVIDGE1 year Filed as: JOHNSON, LAUDER & SAVIDGE, LLP Service code 10 · EIN 16-0919630 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,878 |
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 | $35,346 | $78,636-55.1% | $105,607-66.5% | $74,459-52.5% |
| Participation rate | 81.2% | 72.8%+8.4pp | 75.3%+5.9pp | 67.2%+14.0pp |
| Annual return | 15.72% | 15.96%-0.2pp | 116.11%-100.4pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $1,803 | $2,523-28.5% | $3,167-43.1% | $2,626-31.3% |
| Participant deferral / active EE | $3,841 | $4,322-11.1% | $5,011-23.4% | $4,350-11.7% |
| Admin fee / account holder | $186 | $2,220-91.6% | $10,958-98.3% | $1,945-90.4% |