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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 55 1250 S CAPITAL OF TEXAS HWY STE 600 · WEST LAKE HILLS, TX 78746 | Other Commissions | $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).
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 | $77,460 | $50,464+53.5% | $75,784+2.2% | $52,331+48.0% |
| Participation rate | 33.9% | 66.8%-32.9pp | 75.8%-41.9pp | 68.1%-34.2pp |
| Annual return | -0.17% | 1.03%-1.2pp | 9.68%-9.9pp | 4.54%-4.7pp |
| Employer contribution / active EE | $197 | $1,988-90.1% | $3,323-94.1% | $1,882-89.5% |
| Participant deferral / active EE | $2,645 | $2,570+2.9% | $3,652-27.6% | $3,022-12.5% |
| Admin fee / account holder | $11 | $1,103-99.0% | $5,300-99.8% | $592-98.1% |