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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,413 |
Service code 27 · EIN 47-1873640 | Advisory (Plan) | $11,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $25,204 | $65,118-61.3% | $76,768-67.2% | $55,725-54.8% |
| Participation rate | 53.4% | 79.6%-26.2pp | 77.0%-23.5pp | 70.9%-17.4pp |
| Annual return | -10.09% | -1.27%-8.8pp | 2.43%-12.5pp | 244.93%-255.0pp |
| Employer contribution / active EE | $1,581 | $1,941-18.5% | $2,485-36.4% | $2,078-23.9% |
| Participant deferral / active EE | $3,161 | $3,688-14.3% | $3,852-17.9% | $3,356-5.8% |
| Admin fee / account holder | $186 | $116+60.5% | $6,675-97.2% | $115+61.5% |