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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,998 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,000 |
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 | $56,583 | $106,110-46.7% | $147,005-61.5% | $77,671-27.2% |
| Participation rate | 90.1% | 78.4%+11.7pp | 82.2%+7.9pp | 70.6%+19.5pp |
| Annual return | 18.26% | 56.77%-38.5pp | 418.76%-400.5pp | 31.21%-13.0pp |
| Employer contribution / active EE | $2,777 | $4,065-31.7% | $4,934-43.7% | $2,726+1.8% |
| Participant deferral / active EE | $7,597 | $7,992-4.9% | $8,070-5.9% | $4,648+63.5% |
| Admin fee / account holder | $150 | $338-55.5% | $13,006-98.8% | $430-65.1% |