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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $35,781 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP Service code 16 · EIN 41-1416330 | Consulting | $18,728 |
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 | $37,298 | $58,888-36.7% | $178,499-79.1% | $73,493-49.2% |
| Participation rate | 79.4% | 66.2%+13.2pp | 81.9%-2.5pp | 70.7%+8.8pp |
| Annual return | 16.42% | 24.86%-8.4pp | 151.10%-134.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,216 | $2,236-45.6% | $5,011-75.7% | $2,270-46.4% |
| Participant deferral / active EE | $3,022 | $2,568+17.7% | $5,202-41.9% | $3,740-19.2% |
| Admin fee / account holder | $179 | $400-55.3% | $13,986-98.7% | $513-65.1% |