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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,350 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,807 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,739 | $47,456-62.6% | $172,752-89.7% | $77,775-77.2% |
| Participation rate | 30.0% | 66.3%-36.3pp | 82.6%-52.7pp | 73.2%-43.2pp |
| Annual return | 23.18% | 35.57%-12.4pp | 802.97%-779.8pp | 32.58%-9.4pp |
| Employer contribution / active EE | $104 | $1,574-93.4% | $5,144-98.0% | $2,504-95.9% |
| Participant deferral / active EE | $892 | $2,560-65.2% | $5,198-82.8% | $3,966-77.5% |
| Admin fee / account holder | $141 | $81+74.3% | $13,955-99.0% | $100+40.8% |