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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $78,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,338 |
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 | $146,877 | $65,437+124.5% | $86,698+69.4% | $66,949+119.4% |
| Participation rate | 77.0% | 75.5%+1.6pp | 76.6%+0.5pp | 69.8%+7.2pp |
| Annual return | -16.49% | -10.91%-5.6pp | 35.96%-52.5pp | 1.57%-18.1pp |
| Employer contribution / active EE | $2,002 | $2,154-7.1% | $2,837-29.4% | $2,545-21.4% |
| Participant deferral / active EE | $6,571 | $4,102+60.2% | $4,656+41.1% | $4,239+55.0% |
| Admin fee / account holder | $294 | $642-54.2% | $7,492-96.1% | $594-50.5% |