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| Provider | Service type | Compensation |
|---|---|---|
COULTER & JUSTUS1 year Service code 10 · EIN 62-1532536 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,507 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $102,663-100.0% | $86,216-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | -98.30% | 1924.52%-2022.8pp | 1169.42%-1267.7pp | 373.66%-472.0pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |