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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $132,613 |
Filed as: ROCATION INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $26,396 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,057 | $95,438-58.0% | $135,982-70.5% | $74,473-46.2% |
| Participation rate | 92.3% | 78.2%+14.1pp | 81.9%+10.4pp | 70.7%+21.6pp |
| Annual return | 22.30% | 32.61%-10.3pp | 68.32%-46.0pp | 34.36%-12.1pp |
| Employer contribution / active EE | $1,240 | $3,878-68.0% | $4,859-74.5% | $2,638-53.0% |
| Participant deferral / active EE | $7,149 | $7,790-8.2% | $7,760-7.9% | $4,530+57.8% |
| Admin fee / account holder | $80 | $259-69.2% | $10,767-99.3% | $347-77.1% |