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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,020 |
HAYS COMPANIES1 year Filed as: HAYS FINANCIAL GROUP Service code 27 · EIN 41-1931920 | Advisory (Plan) | $12,005 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,011 | $185,342-81.6% | $111,308-69.4% | $86,821-60.8% |
| Participation rate | 80.7% | 81.0%-0.2pp | 77.3%+3.4pp | 72.3%+8.4pp |
| Annual return | 18.16% | 500.80%-482.6pp | 54.67%-36.5pp | 97.94%-79.8pp |
| Employer contribution / active EE | $1,520 | $2,246-32.3% | $2,732-44.4% | $2,406-36.8% |
| Participant deferral / active EE | $3,916 | $4,458-12.2% | $4,487-12.7% | $4,132-5.2% |
| Admin fee / account holder | $103 | $255-59.7% | $7,965-98.7% | $170-39.3% |