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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 83-1730027 | Advisory (Plan) | $47,801 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,919 |
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 | $82,293 | $77,677+5.9% | $109,188-24.6% | $79,389+3.7% |
| Participation rate | 83.5% | 67.8%+15.7pp | 75.9%+7.7pp | 70.7%+12.8pp |
| Annual return | 31.47% | 23.44%+8.0pp | 25.76%+5.7pp | 116.89%-85.4pp |
| Employer contribution / active EE | $889 | $2,798-68.2% | $3,723-76.1% | $2,428-63.4% |
| Participant deferral / active EE | $5,520 | $3,517+56.9% | $4,654+18.6% | $4,046+36.4% |
| Admin fee / account holder | $235 | $732-67.9% | $6,755-96.5% | $626-62.5% |