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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,875 |
Filed as: EVART, YOUNG, & HOBBS INVESTMENT Service code 27 · EIN 94-2683346 | Advisory (Plan) | $28,046 |
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 | $106,433 | $66,004+61.3% | $81,820+30.1% | $77,714+37.0% |
| Participation rate | 74.8% | 65.8%+9.0pp | 72.4%+2.4pp | 70.6%+4.2pp |
| Annual return | 17.68% | 26.65%-9.0pp | 777.93%-760.3pp | 31.26%-13.6pp |
| Employer contribution / active EE | $2,601 | $2,375+9.5% | $2,915-10.8% | $2,727-4.6% |
| Participant deferral / active EE | $8,140 | $3,508+132.1% | $4,323+88.3% | $4,649+75.1% |
| Admin fee / account holder | $242 | $527-54.0% | $7,391-96.7% | $433-44.0% |