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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 26-4310632 | Other Commissions | $20,984 |
Service code 37 · EIN 04-2647786 | Loan Processing | $138 |
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 | $66,883 | $82,674-19.1% | $125,381-46.7% | $68,486-2.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.74% | -5.97%-12.8pp | 572.31%-591.0pp | -7.85%-10.9pp |
| Employer contribution / active EE | $8,953 | $3,382+164.7% | $4,815+85.9% | $2,597+244.8% |
| Participant deferral / active EE | $6,062 | $6,111-0.8% | $7,448-18.6% | $4,028+50.5% |
| Admin fee / account holder | $1 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |