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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,274 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,040 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,241 | $72,303-78.9% | $86,698-82.4% | $64,824-76.5% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.6%+10.9pp | 71.5%+16.0pp |
| Annual return | -14.04% | 392.77%-406.8pp | 35.96%-50.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $863 | $2,393-63.9% | $2,837-69.6% | $2,507-65.6% |
| Participant deferral / active EE | $2,230 | $4,660-52.2% | $4,656-52.1% | $4,311-48.3% |
| Admin fee / account holder | $115 | $174-33.9% | $7,492-98.5% | $188-38.8% |