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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE3 years Filed as: CFO4LIFE GROUP LLC Service code 27 · EIN 20-4413352 | Advisory (Plan) | $86,233 |
Service code 37 · EIN 04-2647786 | Loan Processing | $61,317 |
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 | $36,924 | $71,142-48.1% | $119,622-69.1% | $64,819-43.0% |
| Participation rate | 96.2% | 78.6%+17.6pp | 79.3%+17.0pp | 71.5%+24.8pp |
| Annual return | -14.07% | -10.01%-4.1pp | -14.98%+0.9pp | 32.84%-46.9pp |
| Employer contribution / active EE | $3,100 | $2,497+24.1% | $4,232-26.7% | $2,507+23.7% |
| Participant deferral / active EE | $6,130 | $4,490+36.5% | $5,601+9.5% | $4,311+42.2% |
| Admin fee / account holder | $299 | $162+84.7% | $10,328-97.1% | $188+59.4% |