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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,547 |
PURSHE KAPLAN STERLING INV7+ years Service code 55 · EIN 13-3749682 | Other Commissions | $16,273 |
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 | $120,760 | $65,125+85.4% | $143,797-16.0% | $66,949+80.4% |
| Participation rate | 78.9% | 65.2%+13.7pp | 80.3%-1.5pp | 69.8%+9.0pp |
| Annual return | -15.89% | -11.13%-4.8pp | -0.04%-15.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $7,700 | $2,362+225.9% | $4,952+55.5% | $2,545+202.5% |
| Participant deferral / active EE | $4,889 | $2,920+67.4% | $5,638-13.3% | $4,239+15.3% |
| Admin fee / account holder | $190 | $503-62.1% | $14,679-98.7% | $594-67.9% |