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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 | $122,219-42.7% | $147,096-52.4% | $199,921-65.0% |
| Participation rate | 84.6% | 78.3%+6.3pp | 82.2%+2.4pp | 72.0%+12.6pp |
| Annual return | 14.61% | 30.59%-16.0pp | 419.75%-405.1pp | 34.28%-19.7pp |
| Employer contribution / active EE | $2,918 | $4,096-28.8% | $4,936-40.9% | $3,035-3.9% |
| Participant deferral / active EE | $8,865 | $8,503+4.3% | $8,071+9.8% | $5,089+74.2% |
| Admin fee / account holder | $84 | $179-53.2% | $13,005-99.4% | $269-68.9% |