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| Provider | Service type | Compensation |
|---|---|---|
RYANSHARKEY, LLP1 year Filed as: RYANSHARKEY Service code 10 · EIN 20-0298559 | Accounting | $7,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $744 |
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 | $113,098 | $72,404+56.2% | $110,241+2.6% | $64,181+76.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.06% | -6.29%+2.2pp | 314.75%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,613 | $2,282+102.2% | $3,827+20.6% | $2,381+93.8% |
| Participant deferral / active EE | $11,138 | $3,469+221.1% | $4,672+138.4% | $3,470+221.0% |
| Admin fee / account holder | $70 | $5,664-98.8% | $8,548-99.2% | $4,887-98.6% |