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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Claims p... | $97,136 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $38,077 | $53,216-28.4% | $155,534-75.5% | $199,960-81.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 24.85% | 41.18%-16.3pp | 64.92%-40.1pp | 34.28%-9.4pp |
| Employer contribution / active EE | $816 | $1,848-55.8% | $4,675-82.5% | $3,036-73.1% |
| Participant deferral / active EE | $3,705 | $3,164+17.1% | $5,630-34.2% | $5,087-27.2% |
| Admin fee / account holder | $55 | $186-70.3% | $15,900-99.7% | $269-79.5% |