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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 |
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 | $25,485 | $45,343-43.8% | $150,298-83.0% | $67,986-62.5% |
| Participation rate | 74.8% | 51.9%+23.0pp | 77.8%-2.9pp | 57.2%+17.6pp |
| Annual return | 11.29% | 33.28%-22.0pp | 62.79%-51.5pp | 31.67%-20.4pp |
| Employer contribution / active EE | $3,977 | $1,462+172.0% | $4,154-4.3% | $2,019+97.0% |
| Participant deferral / active EE | $3,398 | $2,055+65.4% | $5,453-37.7% | $3,358+1.2% |
| Admin fee / account holder | $155 | $2,250-93.1% | $14,116-98.9% | $3,203-95.2% |