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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $37,517 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,680 |
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 | $58,536 | $106,247-44.9% | $147,096-60.2% | $77,714-24.7% |
| Participation rate | 95.3% | 78.4%+16.9pp | 82.2%+13.1pp | 70.6%+24.7pp |
| Annual return | 35.18% | 56.87%-21.7pp | 419.75%-384.6pp | 31.26%+3.9pp |
| Employer contribution / active EE | $6,644 | $4,069+63.3% | $4,936+34.6% | $2,727+143.7% |
| Participant deferral / active EE | $16,068 | $7,996+100.9% | $8,071+99.1% | $4,649+245.6% |
| Admin fee / account holder | $124 | $338-63.3% | $13,005-99.0% | $433-71.3% |