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| Provider | Service type | Compensation |
|---|---|---|
L M KOHN & COMPANY2+ years Service code 55 · EIN 31-1311805 | Other Commissions | $57,571 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,958 |
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 | $82,267 | $85,635-3.9% | $123,894-33.6% | $63,975+28.6% |
| Participation rate | 31.7% | 74.9%-43.2pp | 81.4%-49.7pp | 71.1%-39.4pp |
| Annual return | 9.00% | 15.74%-6.7pp | 47.52%-38.5pp | 48.65%-39.6pp |
| Employer contribution / active EE | $391 | $3,076-87.3% | $4,617-91.5% | $2,182-82.1% |
| Participant deferral / active EE | $2,363 | $5,667-58.3% | $5,984-60.5% | $3,356-29.6% |
| Admin fee / account holder | $15 | $75-79.7% | $8,357-99.8% | $70-78.4% |