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| Provider | Service type | Compensation |
|---|---|---|
MFA ASSET MANAGEMENT1+ years Filed as: MFA Service code 10 · EIN 04-3077056 | Accounting | $13,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,722 |
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 | $54,966 | $54,320+1.2% | $67,652-18.8% | $52,331+5.0% |
| Participation rate | 37.9% | 73.6%-35.7pp | 75.7%-37.7pp | 68.1%-30.2pp |
| Annual return | -1.03% | 6.81%-7.8pp | 6625.40%-6626.4pp | 4.54%-5.6pp |
| Employer contribution / active EE | $23 | $1,544-98.5% | $2,266-99.0% | $1,882-98.8% |
| Participant deferral / active EE | $2,164 | $2,950-26.6% | $3,560-39.2% | $3,022-28.4% |
| Admin fee / account holder | $193 | $527-63.4% | $4,821-96.0% | $592-67.4% |