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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 | $138,393+12.5% | $184,256-15.5% | $80,959+92.3% |
| Participation rate | 82.8% | 83.9%-1.1pp | 86.8%-4.1pp | 67.7%+15.1pp |
| Annual return | 18.66% | 20.01%-1.4pp | 28.85%-10.2pp | 35.67%-17.0pp |
| Employer contribution / active EE | $1,815 | $4,847-62.6% | $6,427-71.8% | $2,757-34.2% |
| Participant deferral / active EE | $13,687 | $7,076+93.4% | $9,133+49.9% | $4,300+218.3% |
| Admin fee / account holder | $93 | $10,489-99.1% | $13,899-99.3% | $6,925-98.7% |