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| Provider | Service type | Compensation |
|---|---|---|
SANCTUARY SECURITIES INC2+ years Service code 55 · EIN 36-2957364 | Other Commissions | $18,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,506 |
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 | $74,394 | $91,439-18.6% | $135,974-45.3% | $71,511+4.0% |
| Participation rate | 97.5% | 75.7%+21.9pp | 81.9%+15.6pp | 67.9%+29.6pp |
| Annual return | 24.51% | 29.90%-5.4pp | 68.30%-43.8pp | 28.86%-4.3pp |
| Employer contribution / active EE | $2,543 | $3,705-31.3% | $4,859-47.7% | $2,589-1.8% |
| Participant deferral / active EE | $12,460 | $7,093+75.7% | $7,760+60.6% | $4,291+190.4% |
| Admin fee / account holder | $10 | $1,267-99.2% | $10,767-99.9% | $1,588-99.4% |