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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $33,280 |
CARON & BLETZER, PLLC8+ years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $12,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,298 |
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 | $49,292 | $46,332+6.4% | $143,797-65.7% | $64,824-24.0% |
| Participation rate | 29.2% | 64.2%-35.0pp | 80.3%-51.1pp | 71.5%-42.3pp |
| Annual return | 1.94% | -10.05%+12.0pp | -0.04%+2.0pp | 32.84%-30.9pp |
| Employer contribution / active EE | $153 | $1,911-92.0% | $4,952-96.9% | $2,507-93.9% |
| Participant deferral / active EE | $1,441 | $2,647-45.6% | $5,638-74.4% | $4,311-66.6% |
| Admin fee / account holder | $48 | $154-68.9% | $14,679-99.7% | $188-74.5% |