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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $327,039 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $2,250 |
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 | $38,047 | $68,330-44.3% | $149,740-74.6% | $96,393-60.5% |
| Participation rate | 80.5% | 74.6%+5.9pp | 78.8%+1.7pp | 71.3%+9.2pp |
| Annual return | 22.28% | 29.64%-7.4pp | 134.51%-112.2pp | 22.88%-0.6pp |
| Employer contribution / active EE | $1,837 | $2,139-14.1% | $4,821-61.9% | $3,239-43.3% |
| Participant deferral / active EE | $4,526 | $4,422+2.4% | $5,683-20.4% | $5,455-17.0% |
| Admin fee / account holder | $22 | $52-58.6% | $13,222-99.8% | $74-70.9% |