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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,309 |
STYRE RETIREMENT1 year Service code 27 · EIN 27-0773694 | Advisory (Plan) | $37,095 |
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 | $31,178 | $84,482-63.1% | $125,363-75.1% | $66,930-53.4% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.7pp | 69.8%+25.3pp |
| Annual return | -16.37% | -8.49%-7.9pp | 572.15%-588.5pp | 1.57%-17.9pp |
| Employer contribution / active EE | $5,646 | $3,553+58.9% | $4,815+17.3% | $2,545+121.9% |
| Participant deferral / active EE | $8,124 | $6,782+19.8% | $7,447+9.1% | $4,238+91.7% |
| Admin fee / account holder | $251 | $685-63.3% | $10,005-97.5% | $593-57.7% |