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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 83-1730027 | Advisory (Plan) | $42,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,676 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,987 | $69,383+23.9% | $101,275-15.1% | $73,497+17.0% |
| Participation rate | 81.1% | 68.4%+12.7pp | 75.8%+5.3pp | 70.7%+10.4pp |
| Annual return | 6.77% | 18.46%-11.7pp | 46.48%-39.7pp | 28.51%-21.7pp |
| Employer contribution / active EE | $1,417 | $2,628-46.1% | $3,660-61.3% | $2,270-37.6% |
| Participant deferral / active EE | $5,541 | $3,301+67.9% | $4,371+26.8% | $3,740+48.2% |
| Admin fee / account holder | $291 | $704-58.6% | $5,948-95.1% | $513-43.2% |