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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,442 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $33,098 |
Annual investment return 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).
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 | $22,989 | $65,118-64.7% | $76,766-70.1% | $55,725-58.7% |
| Participation rate | 85.9% | 79.6%+6.3pp | 77.0%+8.9pp | 70.9%+15.1pp |
| Annual return | -6.85% | -1.27%-5.6pp | 2.43%-9.3pp | 244.93%-251.8pp |
| Employer contribution / active EE | $707 | $1,941-63.6% | $2,485-71.6% | $2,078-66.0% |
| Participant deferral / active EE | $3,061 | $3,688-17.0% | $3,851-20.5% | $3,356-8.8% |
| Admin fee / account holder | $174 | $116+49.9% | $6,675-97.4% | $115+50.8% |