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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $23,630 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,811 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,521 |
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 | $50,932 | $95,388-46.6% | $125,363-59.4% | $77,906-34.6% |
| Participation rate | 48.0% | 78.6%-30.6pp | 82.4%-34.4pp | 73.7%-25.7pp |
| Annual return | -11.45% | 116.19%-127.6pp | 572.15%-583.6pp | 12.16%-23.6pp |
| Employer contribution / active EE | $510 | $3,666-86.1% | $4,815-89.4% | $2,846-82.1% |
| Participant deferral / active EE | $7,435 | $7,711-3.6% | $7,447-0.2% | $4,805+54.7% |
| Admin fee / account holder | -$13 | $119-111.3% | $10,005-100.1% | $133-110.2% |