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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,492 |
BRIGHTON JONES LLC9+ years Filed as: BRIGHTON JONES Service code 27 · EIN 91-2007475 | Advisory (Plan) | $61,520 |
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 | $74,664 | $92,076-18.9% | $105,607-29.3% | $77,736-4.0% |
| Participation rate | 94.9% | 81.0%+13.9pp | 75.3%+19.6pp | 70.6%+24.3pp |
| Annual return | 12.99% | 17.84%-4.8pp | 116.11%-103.1pp | 31.26%-18.3pp |
| Employer contribution / active EE | $1,453 | $3,370-56.9% | $3,167-54.1% | $2,728-46.7% |
| Participant deferral / active EE | $6,259 | $5,390+16.1% | $5,011+24.9% | $4,651+34.6% |
| Admin fee / account holder | $227 | $219+3.8% | $10,958-97.9% | $433-47.5% |