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| Provider | Service type | Compensation |
|---|---|---|
VERDE CAPITAL MANAGEMENT2+ years Service code 27 · EIN 26-2647029 | Advisory (Plan) | $297,631 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $34,606 | $80,211-56.9% | $74,184-53.4% | $63,975-45.9% |
| Participation rate | 59.4% | 84.2%-24.8pp | 76.6%-17.2pp | 71.1%-11.7pp |
| Annual return | 9.11% | 14.13%-5.0pp | 17.74%-8.6pp | 48.65%-39.5pp |
| Employer contribution / active EE | $1,187 | $2,553-53.5% | $2,370-49.9% | $2,182-45.6% |
| Participant deferral / active EE | $2,430 | $4,370-44.4% | $3,550-31.6% | $3,356-27.6% |
| Admin fee / account holder | $328 | $67+388.5% | $5,586-94.1% | $70+366.1% |