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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,993 |
Filed as: NEWFRONT RETIREMENT SERVICES Service code 16 · EIN 80-0833114 | Consulting | $24,517 |
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 | $129,305 | $89,465+44.5% | $165,100-21.7% | $77,762+66.3% |
| Participation rate | 97.9% | 78.6%+19.2pp | 78.6%+19.3pp | 70.6%+27.3pp |
| Annual return | 15.68% | 28.86%-13.2pp | 70.21%-54.5pp | 31.27%-15.6pp |
| Employer contribution / active EE | $4,379 | $2,565+70.7% | $4,348+0.7% | $2,728+60.5% |
| Participant deferral / active EE | $11,457 | $4,904+133.6% | $6,035+89.8% | $4,651+146.3% |
| Admin fee / account holder | $63 | $340-81.4% | $12,696-99.5% | $433-85.4% |