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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,114 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $11,020 |
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 | $25,485 | $43,749-41.7% | $158,223-83.9% | $65,306-61.0% |
| Participation rate | 74.8% | 56.9%+18.0pp | 79.2%-4.4pp | 57.7%+17.2pp |
| Annual return | 11.29% | 19.41%-8.1pp | 52.09%-40.8pp | 21.94%-10.7pp |
| Employer contribution / active EE | $3,977 | $1,497+165.6% | $4,109-3.2% | $1,967+102.1% |
| Participant deferral / active EE | $3,398 | $2,019+68.3% | $5,467-37.8% | $2,959+14.8% |
| Admin fee / account holder | $155 | $1,930-92.0% | $16,047-99.0% | $3,480-95.5% |