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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,357 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $14,682 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,524 | $53,165+28.9% | $86,235-20.5% | $74,473-8.0% |
| Participation rate | 18.6% | 64.9%-46.2pp | 69.0%-50.3pp | 70.7%-52.1pp |
| Annual return | 20.76% | 22.64%-1.9pp | 1170.03%-1149.3pp | 34.36%-13.6pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,381-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,637 | $3,234-49.4% | $3,987-58.9% | $4,530-63.9% |
| Admin fee / account holder | $254 | $551-54.0% | $6,856-96.3% | $347-26.9% |