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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,200 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 | Advisory (Plan) | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,262 | $42,367+47.0% | $79,583-21.8% | $64,824-4.0% |
| Participation rate | 22.9% | 64.7%-41.8pp | 69.5%-46.6pp | 71.5%-48.6pp |
| Annual return | -17.08% | -12.24%-4.8pp | 0.16%-17.2pp | 32.84%-49.9pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,414-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,670 | $3,168-47.3% | $3,986-58.1% | $4,311-61.3% |
| Admin fee / account holder | $64 | $160-60.2% | $6,835-99.1% | $188-66.2% |