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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 86-0588303 | Other Commissions | $81,337 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,550 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,663 | $67,512-25.0% | $185,837-72.7% | $93,010-45.5% |
| Participation rate | 39.0% | 67.1%-28.1pp | 81.7%-42.7pp | 73.9%-34.9pp |
| Annual return | 15.08% | 21.04%-6.0pp | 122.08%-107.0pp | 158.70%-143.6pp |
| Employer contribution / active EE | $101 | $1,783-94.3% | $5,168-98.0% | $2,705-96.3% |
| Participant deferral / active EE | $2,343 | $3,035-22.8% | $5,568-57.9% | $4,561-48.6% |
| Admin fee / account holder | $3 | $318-99.2% | $16,241-100.0% | $152-98.3% |