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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 | $43,496-41.4% | $161,489-84.2% | $64,340-60.4% |
| Participation rate | 74.8% | 53.5%+21.3pp | 78.7%-3.9pp | 55.2%+19.6pp |
| Annual return | 11.29% | 20.76%-9.5pp | 89.72%-78.4pp | 24.14%-12.9pp |
| Employer contribution / active EE | $3,977 | $1,431+178.0% | $4,268-6.8% | $1,862+113.6% |
| Participant deferral / active EE | $3,398 | $1,996+70.3% | $5,630-39.6% | $2,980+14.0% |
| Admin fee / account holder | $155 | $2,330-93.3% | $16,006-99.0% | $3,703-95.8% |