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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 87-3599091 | Other Services | $9,950 |
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 | $195,658 | $61,356+218.9% | $149,696+30.7% | $71,511+173.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.74% | 35.86%-19.1pp | 134.46%-117.7pp | 28.86%-12.1pp |
| Employer contribution / active EE | $8,740 | $2,382+267.0% | $4,821+81.3% | $2,589+237.6% |
| Participant deferral / active EE | $7,245 | $2,920+148.1% | $5,682+27.5% | $4,291+68.8% |
| Admin fee / account holder | $60 | $1,263-95.3% | $13,212-99.5% | $1,588-96.2% |