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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,352 |
ONEAL CPA1 year Service code 10 · EIN 87-1534373 | Accounting | $17,500 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 27 · EIN 27-4034238 | Advisory (Plan) | $10,000 |
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 | $59,538 | $89,465-33.5% | $165,100-63.9% | $77,762-23.4% |
| Participation rate | 87.2% | 78.6%+8.6pp | 78.6%+8.6pp | 70.6%+16.6pp |
| Annual return | 18.53% | 28.86%-10.3pp | 70.21%-51.7pp | 31.27%-12.7pp |
| Employer contribution / active EE | $2,560 | $2,565-0.2% | $4,348-41.1% | $2,728-6.2% |
| Participant deferral / active EE | $5,245 | $4,904+6.9% | $6,035-13.1% | $4,651+12.8% |
| Admin fee / account holder | $166 | $340-51.2% | $12,696-98.7% | $433-61.7% |