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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,018 |
CETERA ADVISOR NETWORKS LLC6 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $12,990 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,223 | $41,150-43.6% | $80,607-71.2% | $71,495-67.5% |
| Participation rate | 93.7% | 50.3%+43.4pp | 67.0%+26.7pp | 67.9%+25.7pp |
| Annual return | 13.79% | 38.48%-24.7pp | 936.11%-922.3pp | 28.85%-15.1pp |
| Employer contribution / active EE | $682 | $1,515-55.0% | $2,724-75.0% | $2,589-73.7% |
| Participant deferral / active EE | $4,716 | $2,701+74.6% | $4,448+6.0% | $4,291+9.9% |
| Admin fee / account holder | $179 | $1,841-90.3% | $5,379-96.7% | $1,588-88.7% |