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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $114,863 |
OAKSTREET WEALTH MANAGEMENT2 years Service code 27 · EIN 82-1589061 | Advisory (Plan) | $39,000 |
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 | $69,012 | $92,303-25.2% | $152,466-54.7% | $86,813-20.5% |
| Participation rate | 99.2% | 81.1%+18.2pp | 78.2%+21.0pp | 72.3%+26.9pp |
| Annual return | 13.79% | 531.69%-517.9pp | 757.33%-743.5pp | 97.93%-84.1pp |
| Employer contribution / active EE | $4,109 | $3,748+9.6% | $4,327-5.0% | $2,406+70.8% |
| Participant deferral / active EE | $7,781 | $5,599+39.0% | $5,820+33.7% | $4,131+88.3% |
| Admin fee / account holder | $184 | $150+23.1% | $15,805-98.8% | $170+8.8% |