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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $22,364 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,060 |
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 | $62,104 | $101,653-38.9% | $147,080-57.8% | $74,459-16.6% |
| Participation rate | 91.4% | 75.6%+15.8pp | 82.2%+9.2pp | 67.2%+24.1pp |
| Annual return | 22.26% | 8754.98%-8732.7pp | 420.17%-397.9pp | 1369.70%-1347.4pp |
| Employer contribution / active EE | $6,521 | $3,813+71.0% | $4,933+32.2% | $2,626+148.4% |
| Participant deferral / active EE | $13,299 | $7,304+82.1% | $8,066+64.9% | $4,350+205.7% |
| Admin fee / account holder | $144 | $1,752-91.8% | $12,989-98.9% | $1,945-92.6% |