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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $21,909 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,050 |
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 | $97,789 | $49,896+96.0% | $80,627+21.3% | $75,173+30.1% |
| Participation rate | 97.3% | 55.3%+42.0pp | 67.0%+30.3pp | 67.2%+30.1pp |
| Annual return | 14.51% | 34.67%-20.2pp | 936.76%-922.2pp | 160.72%-146.2pp |
| Employer contribution / active EE | $2,481 | $1,699+46.0% | $2,723-8.9% | $2,671-7.1% |
| Participant deferral / active EE | $9,257 | $2,992+209.4% | $4,443+108.3% | $4,126+124.3% |
| Admin fee / account holder | $10 | $3,578-99.7% | $5,381-99.8% | $5,651-99.8% |