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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-2984270 | Advisory (Plan) | $53,587 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,178 |
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 | $42,149 | $78,419-46.3% | $133,971-68.5% | $73,412-42.6% |
| Participation rate | 99.6% | 78.6%+21.0pp | 79.8%+19.8pp | 72.2%+27.4pp |
| Annual return | 20.33% | 33.35%-13.0pp | 45.09%-24.8pp | 59.30%-39.0pp |
| Employer contribution / active EE | $2,921 | $2,044+42.9% | $3,919-25.5% | $2,234+30.8% |
| Participant deferral / active EE | $6,528 | $3,925+66.3% | $5,047+29.3% | $3,806+71.5% |
| Admin fee / account holder | $239 | $161+47.9% | $8,929-97.3% | $158+51.1% |