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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC4 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $53,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | $975 |
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 | $69,949 | $73,638-5.0% | $95,960-27.1% | $73,493-4.8% |
| Participation rate | 70.8% | 76.2%-5.4pp | 77.1%-6.3pp | 70.7%+0.1pp |
| Annual return | 24.11% | 16.78%+7.3pp | 91.63%-67.5pp | 28.51%-4.4pp |
| Employer contribution / active EE | $1,738 | $1,863-6.7% | $2,541-31.6% | $2,270-23.5% |
| Participant deferral / active EE | $8,695 | $3,617+140.4% | $4,167+108.7% | $3,740+132.5% |
| Admin fee / account holder | $219 | $482-54.6% | $6,797-96.8% | $513-57.4% |