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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $282,106 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $21,300 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $2,000 |
Filed as: FIDELITY INVST INSTNL OPRTN CO, INC Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,828 | $68,062-40.0% | $185,854-78.0% | $106,520-61.7% |
| Participation rate | 76.8% | 75.2%+1.6pp | 81.7%-4.9pp | 71.3%+5.5pp |
| Annual return | 19.22% | 18.20%+1.0pp | 122.12%-102.9pp | 19.28%-0.1pp |
| Employer contribution / active EE | $1,611 | $1,997-19.4% | $5,169-68.8% | $2,840-43.3% |
| Participant deferral / active EE | $3,941 | $3,990-1.2% | $5,569-29.2% | $4,948-20.4% |
| Admin fee / account holder | $26 | $53-51.4% | $16,246-99.8% | $75-65.6% |