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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-4198717 | Advisory (Plan) | $33,926 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,030 |
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 | $31,464 | $40,174-21.7% | $84,020-62.6% | $67,579-53.4% |
| Participation rate | 40.8% | 62.7%-21.9pp | 69.0%-28.2pp | 71.3%-30.5pp |
| Annual return | 29.38% | 25.82%+3.6pp | 71.31%-41.9pp | 378.56%-349.2pp |
| Employer contribution / active EE | $1 | $808-99.9% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,600 | $2,301+56.4% | $3,239+11.1% | $3,539+1.7% |
| Admin fee / account holder | $206 | $128+60.2% | $6,101-96.6% | $142+44.5% |