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| Provider | Service type | Compensation |
|---|---|---|
KATZ, SAPPER & MILLER1 year Filed as: KATZ, SAPPER & MILLER, LLP Service code 10 · EIN 35-1090346 | Accounting | $23,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,227 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,903 |
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 | $46,888 | $79,045-40.7% | $100,378-53.3% | $74,429-37.0% |
| Participation rate | 93.7% | 79.4%+14.3pp | 81.5%+12.2pp | 67.2%+26.5pp |
| Annual return | 23.30% | 20.61%+2.7pp | 49.41%-26.1pp | 1368.38%-1345.1pp |
| Employer contribution / active EE | $4,422 | $3,015+46.6% | $3,942+12.2% | $2,625+68.5% |
| Participant deferral / active EE | $8,709 | $7,751+12.4% | $8,087+7.7% | $4,348+100.3% |
| Admin fee / account holder | $257 | $1,335-80.7% | $7,899-96.7% | $1,944-86.8% |