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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP2+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $115,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,313 |
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 | $60,055 | $107,415-44.1% | $135,982-55.8% | $80,169-25.1% |
| Participation rate | 89.4% | 78.0%+11.4pp | 81.9%+7.5pp | 72.9%+16.5pp |
| Annual return | 18.65% | 91.99%-73.3pp | 68.32%-49.7pp | 40.39%-21.7pp |
| Employer contribution / active EE | $1,740 | $3,878-55.1% | $4,859-64.2% | $2,978-41.6% |
| Participant deferral / active EE | $7,997 | $8,189-2.3% | $7,760+3.1% | $5,016+59.4% |
| Admin fee / account holder | $87 | $127-31.5% | $10,767-99.2% | $145-40.0% |