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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $17,823 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,658 | $73,102-28.0% | $123,553-57.4% | $56,289-6.4% |
| Participation rate | 62.0% | 74.3%-12.3pp | 82.3%-20.3pp | 69.9%-7.9pp |
| Annual return | -5.23% | 3.01%-8.2pp | 119.21%-124.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,108 | $2,977-29.2% | $4,628-54.4% | $2,111-0.1% |
| Participant deferral / active EE | $5,018 | $5,423-7.5% | $6,426-21.9% | $3,350+49.8% |
| Admin fee / account holder | $245 | $554-55.8% | $9,284-97.4% | $521-53.1% |