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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,086 |
IF ADVISORS, LLC3+ years Service code 27 · EIN 85-0996501 | Advisory (Plan) | $23,946 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,687 | $101,591-67.8% | $147,096-77.8% | $74,429-56.1% |
| Participation rate | 84.0% | 75.5%+8.5pp | 82.2%+1.9pp | 67.2%+16.8pp |
| Annual return | 13.20% | 8746.45%-8733.3pp | 419.75%-406.5pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $1,262 | $3,813-66.9% | $4,936-74.4% | $2,625-51.9% |
| Participant deferral / active EE | $3,670 | $7,302-49.7% | $8,071-54.5% | $4,348-15.6% |
| Admin fee / account holder | $160 | $1,750-90.9% | $13,005-98.8% | $1,944-91.8% |