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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,660 |
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 | $46,413 | $84,499-45.1% | $125,391-63.0% | $66,949-30.7% |
| Participation rate | 96.0% | 76.4%+19.6pp | 82.4%+13.6pp | 69.8%+26.2pp |
| Annual return | -16.62% | -8.49%-8.1pp | 572.41%-589.0pp | 1.57%-18.2pp |
| Employer contribution / active EE | $3,598 | $3,554+1.2% | $4,816-25.3% | $2,545+41.4% |
| Participant deferral / active EE | $8,665 | $6,785+27.7% | $7,448+16.3% | $4,239+104.4% |
| Admin fee / account holder | $233 | $685-66.0% | $10,009-97.7% | $594-60.7% |