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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $64,177 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,596 |
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 | $176,959 | $76,112+132.5% | $96,544+83.3% | $71,529+147.4% |
| Participation rate | 75.5% | 74.4%+1.1pp | 76.0%-0.5pp | 67.9%+7.6pp |
| Annual return | 15.25% | 22.80%-7.6pp | 25.88%-10.6pp | 28.97%-13.7pp |
| Employer contribution / active EE | $2,059 | $2,248-8.4% | $2,966-30.6% | $2,590-20.5% |
| Participant deferral / active EE | $6,819 | $4,217+61.7% | $4,851+40.6% | $4,291+58.9% |
| Admin fee / account holder | $245 | $2,708-91.0% | $8,254-97.0% | $1,588-84.6% |