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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,648 |
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 | $60,853 | $104,497-41.8% | $159,487-61.8% | $79,389-23.3% |
| Participation rate | 99.5% | 76.6%+22.8pp | 82.8%+16.6pp | 70.7%+28.7pp |
| Annual return | 14.79% | 67.98%-53.2pp | 263.71%-248.9pp | 116.89%-102.1pp |
| Employer contribution / active EE | $4,140 | $3,418+21.1% | $4,831-14.3% | $2,428+70.5% |
| Participant deferral / active EE | $10,519 | $6,468+62.6% | $7,354+43.0% | $4,046+160.0% |
| Admin fee / account holder | $283 | $711-60.3% | $10,804-97.4% | $626-54.9% |