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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $21,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,238 |
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 | $89,147 | $101,672-12.3% | $147,117-39.4% | $74,478+19.7% |
| Participation rate | 83.9% | 75.5%+8.3pp | 82.2%+1.7pp | 67.2%+16.6pp |
| Annual return | 21.24% | 8757.83%-8736.6pp | 420.54%-399.3pp | 1370.56%-1349.3pp |
| Employer contribution / active EE | $1,777 | $3,813-53.4% | $4,932-64.0% | $2,626-32.3% |
| Participant deferral / active EE | $15,194 | $7,305+108.0% | $8,065+88.4% | $4,350+249.3% |
| Admin fee / account holder | $110 | $1,753-93.7% | $12,993-99.2% | $1,946-94.3% |