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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,598 |
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 | $47,844 | $55,446-13.7% | $155,574-69.2% | $74,429-35.7% |
| Participation rate | 73.5% | 61.9%+11.6pp | 78.2%-4.8pp | 67.2%+6.2pp |
| Annual return | 16.85% | 269.20%-252.4pp | 64.87%-48.0pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $1,286 | $2,266-43.3% | $4,676-72.5% | $2,625-51.0% |
| Participant deferral / active EE | $3,298 | $2,836+16.3% | $5,629-41.4% | $4,348-24.1% |
| Admin fee / account holder | $291 | $1,743-83.3% | $15,914-98.2% | $1,944-85.0% |