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| Provider | Service type | Compensation |
|---|---|---|
SANCTUARY SECURITIES INC3+ years Service code 55 · EIN 36-2957364 | Other Commissions | $23,818 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
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 | $98,847 | $101,591-2.7% | $147,096-32.8% | $74,429+32.8% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.1pp | 67.2%+30.0pp |
| Annual return | 17.47% | 8746.45%-8729.0pp | 419.75%-402.3pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $2,600 | $3,813-31.8% | $4,936-47.3% | $2,625-0.9% |
| Participant deferral / active EE | $12,859 | $7,302+76.1% | $8,071+59.3% | $4,348+195.7% |
| Admin fee / account holder | $14 | $1,750-99.2% | $13,005-99.9% | $1,944-99.3% |