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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,228 |
CAPFINANCIAL PARTNERS LLC7 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
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 | $110,009 | $106,110+3.7% | $147,005-25.2% | $77,671+41.6% |
| Participation rate | 88.4% | 78.4%+10.0pp | 82.2%+6.2pp | 70.6%+17.8pp |
| Annual return | 14.50% | 56.77%-42.3pp | 418.76%-404.3pp | 31.21%-16.7pp |
| Employer contribution / active EE | $2,068 | $4,065-49.1% | $4,934-58.1% | $2,726-24.1% |
| Participant deferral / active EE | $9,493 | $7,992+18.8% | $8,070+17.6% | $4,648+104.3% |
| Admin fee / account holder | $141 | $338-58.2% | $13,006-98.9% | $430-67.2% |