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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 7333 E DOUBLETREE RANCH RD · SCOTTSDALE, AZ 85258 | Other Commissions | $8,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,135 | $37,039-37.5% | $147,617-84.3% | $59,188-60.9% |
| Participation rate | 37.8% | 63.8%-25.9pp | 84.6%-46.8pp | 69.4%-31.6pp |
| Annual return | -2.13% | 7.19%-9.3pp | 61.98%-64.1pp | 5.51%-7.6pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,240 | $2,094+7.0% | $4,895-54.3% | $3,265-31.4% |
| Admin fee / account holder | $5 | $60-91.7% | $11,612-100.0% | $92-94.6% |