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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,947 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,458 |
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 | $76,293 | $59,105+29.1% | $160,009-52.3% | $66,938+14.0% |
| Participation rate | 87.1% | 68.1%+19.1pp | 78.0%+9.2pp | 69.8%+17.3pp |
| Annual return | -16.97% | -12.26%-4.7pp | 408.85%-425.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,657 | $1,983+235.7% | $4,225+57.6% | $2,545+161.6% |
| Participant deferral / active EE | $11,483 | $4,395+161.3% | $6,183+85.7% | $4,238+170.9% |
| Admin fee / account holder | $280 | $591-52.7% | $8,715-96.8% | $594-52.9% |