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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $26,986 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,268 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,099 | $93,598-10.1% | $135,974-38.2% | $75,173+11.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 16.92% | 30.89%-14.0pp | 68.30%-51.4pp | 160.72%-143.8pp |
| Employer contribution / active EE | $209 | $3,538-94.1% | $4,859-95.7% | $2,671-92.2% |
| Participant deferral / active EE | $10,074 | $6,405+57.3% | $7,760+29.8% | $4,126+144.1% |
| Admin fee / account holder | $285 | $6,978-95.9% | $10,767-97.4% | $5,651-95.0% |