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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT METRICS INC3 years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $47,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,401 |
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 | $32,741 | $69,159-52.7% | $125,192-73.8% | $67,579-51.6% |
| Participation rate | 99.4% | 78.2%+21.2pp | 79.8%+19.6pp | 71.3%+28.1pp |
| Annual return | 29.97% | 27.12%+2.8pp | 43.79%-13.8pp | 378.56%-348.6pp |
| Employer contribution / active EE | $3,112 | $2,023+53.8% | $3,866-19.5% | $2,148+44.9% |
| Participant deferral / active EE | $5,618 | $3,700+51.9% | $4,937+13.8% | $3,539+58.7% |
| Admin fee / account holder | $196 | $142+38.0% | $9,704-98.0% | $142+37.5% |