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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 75-2201702 | Other Commissions | $47,722 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON P.C. Service code 29 · EIN 94-2602731 | Legal | $23,209 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,582 |
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $7,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $150,468 | $47,898+214.1% | $117,533+28.0% | $64,819+132.1% |
| Participation rate | 63.5% | 61.9%+1.7pp | 70.6%-7.1pp | 71.5%-7.9pp |
| Annual return | -14.69% | -15.54%+0.8pp | 29.77%-44.5pp | 32.84%-47.5pp |
| Employer contribution / active EE | $2,132 | $1,774+20.2% | $4,179-49.0% | $2,507-15.0% |
| Participant deferral / active EE | $6,288 | $3,151+99.6% | $4,072+54.4% | $4,311+45.9% |
| Admin fee / account holder | $208 | $132+58.0% | $5,647-96.3% | $188+10.9% |