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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $17,583 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,563 |
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 | $44,509 | $84,936-47.6% | $111,303-60.0% | $79,393-43.9% |
| Participation rate | 78.0% | 75.9%+2.1pp | 77.3%+0.6pp | 70.7%+7.3pp |
| Annual return | 12.63% | 17.45%-4.8pp | 54.66%-42.0pp | 116.87%-104.2pp |
| Employer contribution / active EE | $675 | $1,979-65.9% | $2,731-75.3% | $2,428-72.2% |
| Participant deferral / active EE | $2,276 | $3,888-41.5% | $4,487-49.3% | $4,046-43.8% |
| Admin fee / account holder | $14 | $537-97.4% | $7,966-99.8% | $627-97.8% |