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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,989 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $26,983 |
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 | $58,114 | $106,164-45.3% | $147,041-60.5% | $77,692-25.2% |
| Participation rate | 98.3% | 78.4%+19.9pp | 82.2%+16.1pp | 70.6%+27.7pp |
| Annual return | 49.29% | 56.81%-7.5pp | 419.21%-369.9pp | 31.25%+18.0pp |
| Employer contribution / active EE | $5,319 | $4,066+30.8% | $4,935+7.8% | $2,726+95.1% |
| Participant deferral / active EE | $10,927 | $7,993+36.7% | $8,071+35.4% | $4,648+135.1% |
| Admin fee / account holder | $166 | $338-50.8% | $13,006-98.7% | $431-61.3% |