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| Provider | Service type | Compensation |
|---|---|---|
L M KOHN & COMPANY3+ years Service code 55 · EIN 31-1311805 | Other Commissions | $68,837 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,303 |
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 | $86,419 | $96,458-10.4% | $136,298-36.6% | $77,958+10.9% |
| Participation rate | 31.4% | 75.4%-43.9pp | 81.9%-50.5pp | 71.6%-40.2pp |
| Annual return | 18.30% | 23.78%-5.5pp | 5156.27%-5138.0pp | 20.87%-2.6pp |
| Employer contribution / active EE | $397 | $3,144-87.4% | $4,696-91.5% | $2,310-82.8% |
| Participant deferral / active EE | $2,425 | $5,902-58.9% | $6,247-61.2% | $3,537-31.4% |
| Admin fee / account holder | $55 | $80-31.2% | $9,244-99.4% | $97-43.2% |