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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 | $101,591-12.2% | $147,096-39.4% | $74,429+19.8% |
| Participation rate | 83.9% | 75.5%+8.3pp | 82.2%+1.7pp | 67.2%+16.6pp |
| Annual return | 21.24% | 8746.45%-8725.2pp | 419.75%-398.5pp | 1368.38%-1347.1pp |
| Employer contribution / active EE | $1,777 | $3,813-53.4% | $4,936-64.0% | $2,625-32.3% |
| Participant deferral / active EE | $15,194 | $7,302+108.1% | $8,071+88.3% | $4,348+249.4% |
| Admin fee / account holder | $110 | $1,750-93.7% | $13,005-99.2% | $1,944-94.3% |