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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $14,471 |
Filed as: CARNEGIE CAPITAL ASSET AA76425 Service code 26 · EIN 26-4766975 | Advisory (Participants) | $8,658 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,196 | $37,196-45.7% | $154,111-86.9% | $55,725-63.8% |
| Participation rate | 86.0% | 64.1%+21.9pp | 83.0%+2.9pp | 70.9%+15.1pp |
| Annual return | 98.53% | 1319.68%-1221.1pp | 735.18%-636.7pp | 244.93%-146.4pp |
| Employer contribution / active EE | $697 | $1,614-56.8% | $5,298-86.8% | $2,078-66.5% |
| Participant deferral / active EE | $479 | $2,068-76.8% | $5,081-90.6% | $3,356-85.7% |
| Admin fee / account holder | $52 | $102-49.3% | $13,411-99.6% | $115-55.3% |