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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,480 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $18,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,253 | $56,640-28.9% | $80,977-50.3% | $57,658-30.2% |
| Participation rate | 64.5% | 75.9%-11.4pp | 75.8%-11.4pp | 70.2%-5.8pp |
| Annual return | 26.20% | 19.97%+6.2pp | 17.11%+9.1pp | 5.13%+21.1pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,715-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $10,039 | $4,944+103.1% | $5,696+76.2% | $3,061+228.0% |
| Admin fee / account holder | $177 | $87+102.8% | $5,517-96.8% | $95+86.9% |