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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
RBC WEALTH MANAGEMENT1+ years Service code 61 610 NEWPORT CTR DR · NEWPORT BEACH, CA 92660 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,483 | $88,324-30.4% | $115,038-46.6% | $55,191+11.4% |
| Participation rate | 77.5% | 72.5%+4.9pp | 81.4%-3.9pp | 69.2%+8.3pp |
| Annual return | 0.00% | 6.30%-6.3pp | 26.14%-26.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $397 | $2,805-85.9% | $4,608-91.4% | $1,899-79.1% |
| Participant deferral / active EE | $1,388 | $5,042-72.5% | $6,026-77.0% | $3,046-54.4% |
| Admin fee / account holder | $2 | $105-98.1% | $8,175-100.0% | $91-97.8% |