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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $65,589 |
SHEPHERD KAPLAN LLC1+ years Service code 16 · EIN 83-0368447 | Consulting | $38,580 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,542 | $61,125-71.3% | $108,582-83.8% | $63,975-72.6% |
| Participation rate | 80.7% | 80.5%+0.2pp | 79.6%+1.1pp | 71.1%+9.6pp |
| Annual return | 734.53% | 14.06%+720.5pp | -51.70%+786.2pp | 48.65%+685.9pp |
| Employer contribution / active EE | $1,526 | $2,237-31.8% | $3,758-59.4% | $2,182-30.1% |
| Participant deferral / active EE | $1,965 | $3,574-45.0% | $4,311-54.4% | $3,356-41.4% |
| Admin fee / account holder | $91 | $72+26.5% | $7,645-98.8% | $70+29.2% |