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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1 year Filed as: RSM Service code 10 · EIN 66-0388756 | Accounting | $31,460 |
Filed as: BANCO POPULAR Service code 16 · EIN 66-0727896 | Consulting | $20,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $193,825 | $46,297+318.7% | $71,671+170.4% | $62,293+211.1% |
| Participation rate | 95.8% | 60.6%+35.2pp | 68.7%+27.1pp | 69.5%+26.3pp |
| Annual return | 18.24% | 22.32%-4.1pp | 20.65%-2.4pp | 28.90%-10.7pp |
| Employer contribution / active EE | $6,609 | $1,412+368.1% | $2,460+168.7% | $2,042+223.6% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $293 | $461-36.4% | $5,558-94.7% | $479-38.9% |