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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $209,248 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $22,400 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $2,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,158 | $68,110+135.1% | $155,556+3.0% | $99,313+61.3% |
| Participation rate | 91.7% | 67.8%+23.9pp | 78.2%+13.5pp | 71.7%+20.0pp |
| Annual return | 14.18% | 16.16%-2.0pp | 64.84%-50.7pp | 17.67%-3.5pp |
| Employer contribution / active EE | $6,261 | $2,291+173.3% | $4,675+33.9% | $3,264+91.8% |
| Participant deferral / active EE | $6,835 | $3,865+76.9% | $5,631+21.4% | $5,346+27.9% |
| Admin fee / account holder | $26 | $94-72.5% | $15,885-99.8% | $109-76.4% |