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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,815 |
BROCK AND COMPANY3+ years Service code 10 · EIN 84-0930288 | Accounting | $11,545 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,569 | $155,795-72.7% | $136,298-68.8% | $69,631-38.9% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 70.7%+8.2pp |
| Annual return | 33.32% | 232464.33%-232431.0pp | 5156.27%-5122.9pp | 27571.02%-27537.7pp |
| Employer contribution / active EE | $2,911 | $2,991-2.7% | $4,696-38.0% | $2,032+43.2% |
| Participant deferral / active EE | $7,085 | $5,394+31.4% | $6,247+13.4% | $3,224+119.8% |
| Admin fee / account holder | $70 | $128-45.4% | $9,244-99.2% | $110-36.6% |