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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1332779 | Advisory (Plan) | $20,431 |
Service code 37 · EIN 04-2647786 | Loan Processing | $456 |
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 | $69,050 | $60,349+14.4% | $74,184-6.9% | $62,881+9.8% |
| Participation rate | 90.8% | 72.7%+18.1pp | 76.6%+14.2pp | 69.3%+21.5pp |
| Annual return | 6.54% | 21.38%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,274 | $1,680+35.3% | $2,370-4.1% | $2,281-0.3% |
| Participant deferral / active EE | $4,153 | $2,856+45.4% | $3,550+17.0% | $3,203+29.7% |
| Admin fee / account holder | $232 | $4,261-94.6% | $5,586-95.8% | $4,296-94.6% |