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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 93-1067008 PO BOX 847 · MCMINNVILLE, OR 97128 | Other Fees | $0 |
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 | $85,965 | $55,453+55.0% | $170,435-49.6% | $62,293+38.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.29% | 21.38%-5.1pp | 205.94%-189.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,687 | $2,164+24.2% | $5,432-50.5% | $2,042+31.6% |
| Participant deferral / active EE | $4,834 | $2,303+109.9% | $4,939-2.1% | $3,169+52.5% |
| Admin fee / account holder | $20 | $455-95.6% | $13,881-99.9% | $479-95.8% |