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| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV6+ years Service code 55 · EIN 13-3749682 | Other Commissions | $59,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,996 |
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 | $176,125 | $61,166+187.9% | $185,849-5.2% | $79,391+121.8% |
| Participation rate | 83.5% | 66.6%+16.9pp | 81.7%+1.8pp | 70.7%+12.8pp |
| Annual return | 13.78% | 19.45%-5.7pp | 122.10%-108.3pp | 116.88%-103.1pp |
| Employer contribution / active EE | $7,352 | $2,321+216.8% | $5,169+42.2% | $2,428+202.8% |
| Participant deferral / active EE | $4,921 | $2,789+76.5% | $5,569-11.6% | $4,046+21.6% |
| Admin fee / account holder | $10 | $710-98.6% | $16,244-99.9% | $627-98.5% |