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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,943 |
JONES & ROTH, PC3 years Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $13,300 |
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 | $92,500 | $101,591-8.9% | $147,096-37.1% | $74,429+24.3% |
| Participation rate | 95.2% | 75.5%+19.6pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | 20.37% | 8746.45%-8726.1pp | 419.75%-399.4pp | 1368.38%-1348.0pp |
| Employer contribution / active EE | $3,238 | $3,813-15.1% | $4,936-34.4% | $2,625+23.3% |
| Participant deferral / active EE | $15,993 | $7,302+119.0% | $8,071+98.2% | $4,348+267.8% |
| Admin fee / account holder | $149 | $1,750-91.5% | $13,005-98.9% | $1,944-92.3% |