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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $64,505 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,089 |
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 | $120,044 | $27,826+331.4% | $65,566+83.1% | $71,511+67.9% |
| Participation rate | 95.7% | 57.6%+38.1pp | 64.9%+30.8pp | 67.9%+27.8pp |
| Annual return | 15.79% | 41.56%-25.8pp | 47.40%-31.6pp | 28.86%-13.1pp |
| Employer contribution / active EE | $8,513 | $1,405+505.9% | $1,692+403.2% | $2,589+228.8% |
| Participant deferral / active EE | $9,826 | $1,861+427.9% | $2,832+247.0% | $4,291+129.0% |
| Admin fee / account holder | $298 | $3,850-92.2% | $4,114-92.7% | $1,588-81.2% |