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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,822 |
ANTON COLLINS MITCHELL LLP3+ years Service code 10 · EIN 01-0724563 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,428 |
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 | $59,477 | $60,545-1.8% | $92,240-35.5% | $69,631-14.6% |
| Participation rate | 95.8% | 72.2%+23.6pp | 76.5%+19.3pp | 70.7%+25.1pp |
| Annual return | 18.32% | 19.71%-1.4pp | 176.29%-158.0pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $2,129 | $2,633-19.2% | $3,680-42.1% | $2,032+4.8% |
| Participant deferral / active EE | $4,746 | $2,828+67.9% | $3,897+21.8% | $3,224+47.2% |
| Admin fee / account holder | $115 | $145-20.2% | $5,194-97.8% | $110+4.6% |