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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,612 |
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $20,890 |
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 | $53,627 | $101,591-47.2% | $147,096-63.5% | $74,429-27.9% |
| Participation rate | 93.4% | 75.5%+17.9pp | 82.2%+11.3pp | 67.2%+26.2pp |
| Annual return | 18.84% | 8746.45%-8727.6pp | 419.75%-400.9pp | 1368.38%-1349.5pp |
| Employer contribution / active EE | $3,902 | $3,813+2.3% | $4,936-21.0% | $2,625+48.6% |
| Participant deferral / active EE | $9,613 | $7,302+31.6% | $8,071+19.1% | $4,348+121.1% |
| Admin fee / account holder | $289 | $1,750-83.5% | $13,005-97.8% | $1,944-85.2% |