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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $45,609 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,450 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,993 | $41,617-25.5% | $84,637-63.4% | $77,775-60.1% |
| Participation rate | 37.9% | 45.0%-7.1pp | 68.2%-30.3pp | 73.2%-35.3pp |
| Annual return | 58.53% | 24.97%+33.6pp | 258.82%-200.3pp | 32.58%+26.0pp |
| Employer contribution / active EE | $659 | $1,061-37.9% | $2,653-75.2% | $2,504-73.7% |
| Participant deferral / active EE | $1,960 | $2,129-7.9% | $3,900-49.7% | $3,966-50.6% |
| Admin fee / account holder | $58 | $121-51.7% | $4,914-98.8% | $100-41.6% |