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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,209 |
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 | $155,699 | $138,385+12.5% | $184,200-15.5% | $80,874+92.5% |
| Participation rate | 82.8% | 83.9%-1.1pp | 86.8%-4.1pp | 67.6%+15.1pp |
| Annual return | 18.66% | 20.02%-1.4pp | 28.80%-10.1pp | 35.62%-17.0pp |
| Employer contribution / active EE | $1,815 | $4,849-62.6% | $6,424-71.7% | $2,756-34.1% |
| Participant deferral / active EE | $13,687 | $7,073+93.5% | $9,132+49.9% | $4,297+218.5% |
| Admin fee / account holder | $93 | $10,483-99.1% | $13,907-99.3% | $6,935-98.7% |