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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,884 |
NIANTIC INC1 year Service code 27 · EIN 47-4877639 | Advisory (Plan) | $13,829 |
HANSON BRIDGETT LLP1 year Service code 29 · EIN 94-1205338 | Legal | $7,601 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $175,036-100.0% | $96,576-100.0% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 81.4%-81.4pp | - |
| Annual return | -88.72% | 15.04%-103.8pp | 38.47%-127.2pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,553-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $7,956-100.0% | - |
| Admin fee / account holder | $0 | $23,923-100.0% | $11,381-100.0% | - |