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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,478 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,530 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,782 |
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 | $70,222 | $89,067-21.2% | $102,423-31.4% | $77,714-9.6% |
| Participation rate | 75.8% | 80.9%-5.2pp | 76.5%-0.7pp | 70.6%+5.2pp |
| Annual return | 14.13% | 25.01%-10.9pp | 29.42%-15.3pp | 31.26%-17.1pp |
| Employer contribution / active EE | $2,603 | $2,699-3.6% | $3,023-13.9% | $2,727-4.5% |
| Participant deferral / active EE | $5,153 | $5,147+0.1% | $5,054+2.0% | $4,649+10.8% |
| Admin fee / account holder | $240 | $236+1.7% | $9,455-97.5% | $433-44.6% |