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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,286 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,500 |
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 | $52,689 | $106,247-50.4% | $147,096-64.2% | $77,714-32.2% |
| Participation rate | 94.4% | 78.4%+16.0pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 19.04% | 56.87%-37.8pp | 419.75%-400.7pp | 31.26%-12.2pp |
| Employer contribution / active EE | $3,325 | $4,069-18.3% | $4,936-32.6% | $2,727+22.0% |
| Participant deferral / active EE | $9,061 | $7,996+13.3% | $8,071+12.3% | $4,649+94.9% |
| Admin fee / account holder | $86 | $338-74.5% | $13,005-99.3% | $433-80.1% |