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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $212,059 |
STABLEFORD CAPITAL2 years Service code 27 · EIN 81-4441355 | Advisory (Plan) | $16,353 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,519 | $43,466-87.3% | $90,970-93.9% | $90,274-93.9% |
| Participation rate | 88.6% | 62.5%+26.1pp | 69.0%+19.5pp | 73.4%+15.2pp |
| Annual return | 21.96% | 25.26%-3.3pp | 134.60%-112.6pp | 53.97%-32.0pp |
| Employer contribution / active EE | $354 | $840-57.8% | $2,122-83.3% | $2,523-86.0% |
| Participant deferral / active EE | $1,381 | $2,138-35.4% | $3,373-59.1% | $4,231-67.4% |
| Admin fee / account holder | $64 | $92-30.7% | $5,961-98.9% | $114-44.2% |