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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $7,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,092 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,742 | $65,118-55.9% | $76,768-62.6% | $55,725-48.4% |
| Participation rate | 82.9% | 79.6%+3.3pp | 77.0%+6.0pp | 70.9%+12.1pp |
| Annual return | -4.67% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $620 | $1,941-68.0% | $2,485-75.0% | $2,078-70.2% |
| Participant deferral / active EE | $2,284 | $3,688-38.1% | $3,852-40.7% | $3,356-31.9% |
| Admin fee / account holder | $17 | $116-85.2% | $6,675-99.7% | $115-85.1% |