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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,636 |
HAYS COMPANIES5+ years Service code 70 · EIN 41-1784898 | Consulting Fees | $62,804 |
Filed as: WEALTH MANAGEMENT BY BERGANKDV Service code 16 · EIN 20-8172864 | Consulting | $5,625 |
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 | $54,188 | $101,523-46.6% | $141,191-61.6% | $77,775-30.3% |
| Participation rate | 84.1% | 77.4%+6.7pp | 82.5%+1.6pp | 73.2%+10.9pp |
| Annual return | 28.15% | 56.22%-28.1pp | 71.41%-43.3pp | 32.58%-4.4pp |
| Employer contribution / active EE | $2,348 | $3,341-29.7% | $4,736-50.4% | $2,504-6.2% |
| Participant deferral / active EE | $7,119 | $6,434+10.6% | $6,710+6.1% | $3,966+79.5% |
| Admin fee / account holder | $126 | $92+38.0% | $10,264-98.8% | $100+26.2% |