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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,211 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $31,395 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,042 | $58,644-9.6% | $178,540-70.3% | $199,960-73.5% |
| Participation rate | 52.9% | 65.5%-12.6pp | 77.1%-24.2pp | 72.0%-19.1pp |
| Annual return | 15.38% | 19.25%-3.9pp | 27.15%-11.8pp | 34.28%-18.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $3,953-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $7,414 | $4,248+74.5% | $6,281+18.1% | $5,087+45.8% |
| Admin fee / account holder | $77 | $145-47.2% | $10,424-99.3% | $269-71.5% |