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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,429 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,490 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $9,660 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,185 | $99,201-42.4% | $96,544-40.8% | $74,473-23.2% |
| Participation rate | 77.9% | 80.7%-2.8pp | 76.0%+1.9pp | 70.7%+7.2pp |
| Annual return | 15.70% | 22.40%-6.7pp | 25.88%-10.2pp | 34.36%-18.7pp |
| Employer contribution / active EE | $532 | $2,570-79.3% | $2,966-82.1% | $2,638-79.9% |
| Participant deferral / active EE | $3,477 | $4,938-29.6% | $4,851-28.3% | $4,530-23.2% |
| Admin fee / account holder | $284 | $225+26.1% | $8,254-96.6% | $347-18.3% |