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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP3+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $109,654 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,409 |
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 | $70,001 | $122,128-42.7% | $147,117-52.4% | $200,096-65.0% |
| Participation rate | 84.6% | 78.2%+6.4pp | 82.2%+2.4pp | 72.0%+12.6pp |
| Annual return | 14.61% | 30.58%-16.0pp | 420.54%-405.9pp | 34.26%-19.6pp |
| Employer contribution / active EE | $2,918 | $4,093-28.7% | $4,932-40.8% | $3,038-3.9% |
| Participant deferral / active EE | $8,865 | $8,484+4.5% | $8,065+9.9% | $5,090+74.2% |
| Admin fee / account holder | $84 | $180-53.3% | $12,993-99.4% | $269-68.9% |