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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,690 |
HAYS COMPANIES2 years Filed as: HAYS FINANCIAL GROUP Service code 27 · EIN 41-1931920 | Advisory (Plan) | $18,110 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,781 | $72,303-68.5% | $86,698-73.7% | $64,824-64.9% |
| Participation rate | 87.6% | 80.4%+7.2pp | 76.6%+11.0pp | 71.5%+16.2pp |
| Annual return | -16.35% | 392.77%-409.1pp | 35.96%-52.3pp | 32.84%-49.2pp |
| Employer contribution / active EE | $1,325 | $2,393-44.6% | $2,837-53.3% | $2,507-47.1% |
| Participant deferral / active EE | $3,852 | $4,660-17.3% | $4,656-17.3% | $4,311-10.6% |
| Admin fee / account holder | $113 | $174-35.3% | $7,492-98.5% | $188-40.1% |