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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 22-3844414 | Advisory (Plan) | $33,235 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,512 |
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 | $34,187 | $53,165-35.7% | $86,216-60.3% | $74,460-54.1% |
| Participation rate | 66.1% | 64.9%+1.2pp | 69.0%-2.9pp | 70.7%-4.7pp |
| Annual return | 25.67% | 22.64%+3.0pp | 1169.42%-1143.7pp | 34.38%-8.7pp |
| Employer contribution / active EE | $281 | $1,210-76.8% | $2,382-88.2% | $2,638-89.4% |
| Participant deferral / active EE | $3,588 | $3,234+10.9% | $3,986-10.0% | $4,530-20.8% |
| Admin fee / account holder | $141 | $551-74.4% | $6,853-97.9% | $348-59.5% |