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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,563 |
CASEY CIRILLO1 year Filed as: CASEY PETERSON Service code 10 · EIN 46-0403496 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,359 | $31,424-25.7% | $81,473-71.3% | $69,631-66.5% |
| Participation rate | 85.9% | 50.8%+35.0pp | 68.0%+17.9pp | 70.7%+15.2pp |
| Annual return | 12.54% | 22.44%-9.9pp | 38.78%-26.2pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $570 | $1,029-44.6% | $2,568-77.8% | $2,032-72.0% |
| Participant deferral / active EE | $3,203 | $1,838+74.3% | $3,537-9.4% | $3,224-0.6% |
| Admin fee / account holder | $107 | $103+4.7% | $4,561-97.6% | $110-2.7% |