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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST PROFESSIONAL PLANNING Service code 99 · EIN 11-1000111 | Other Fees | $9,290 |
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 | $130,775 | $71,878+81.9% | $86,698+50.8% | $68,486+91.0% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.2pp | 67.9%+3.5pp |
| Annual return | -13.30% | 3.53%-16.8pp | 35.95%-49.3pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,590 | $2,173-26.8% | $2,837-44.0% | $2,597-38.8% |
| Participant deferral / active EE | $7,176 | $3,779+89.9% | $4,656+54.1% | $4,028+78.2% |
| Admin fee / account holder | $26 | $6,113-99.6% | $7,493-99.7% | $5,404-99.5% |