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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 93-1067008 PO BOX 847 · MCMINNVILLE, OR 97128 | Other Fees | $10,000 |
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 | $78,607 | $46,732+68.2% | $156,551-49.8% | $55,167+42.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.73% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $2,338 | $2,105+11.1% | $5,501-57.5% | $1,963+19.1% |
| Participant deferral / active EE | $4,583 | $2,204+107.9% | $4,871-5.9% | $3,054+50.1% |
| Admin fee / account holder | $44 | $418-89.4% | $13,028-99.7% | $504-91.2% |