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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $25,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,550 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3468274 | Accounting | $5,550 |
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 | $44,522 | $37,196+19.7% | $154,108-71.1% | $55,725-20.1% |
| Participation rate | 21.2% | 64.1%-42.9pp | 83.0%-61.8pp | 70.9%-49.6pp |
| Annual return | -2.97% | 1319.68%-1322.6pp | 735.21%-738.2pp | 244.93%-247.9pp |
| Employer contribution / active EE | $125 | $1,614-92.2% | $5,298-97.6% | $2,078-94.0% |
| Participant deferral / active EE | $1,020 | $2,068-50.7% | $5,081-79.9% | $3,356-69.6% |
| Admin fee / account holder | $42 | $102-58.5% | $13,411-99.7% | $115-63.4% |