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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,239 |
THOMAS WIRIG DOLL1 year Service code 27 · EIN 20-8807792 | Advisory (Plan) | $23,526 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,081 | $47,977+246.2% | $154,111+7.8% | $56,287+195.1% |
| Participation rate | 98.6% | 66.2%+32.4pp | 83.0%+15.5pp | 69.9%+28.7pp |
| Annual return | -1.28% | 3.54%-4.8pp | 735.18%-736.5pp | -9.96%+8.7pp |
| Employer contribution / active EE | $26,642 | $2,169+1128.5% | $5,298+402.9% | $2,111+1162.0% |
| Participant deferral / active EE | $14,326 | $2,392+499.0% | $5,081+182.0% | $3,350+327.7% |
| Admin fee / account holder | $291 | $438-33.6% | $13,411-97.8% | $521-44.1% |