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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,852 |
NFP RETIREMENT INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,766 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,581 | $106,264-44.9% | $147,117-60.2% | $77,762-24.7% |
| Participation rate | 61.9% | 78.4%-16.6pp | 82.2%-20.3pp | 70.6%-8.7pp |
| Annual return | 0.00% | 56.94%-56.9pp | 420.54%-420.5pp | 31.27%-31.3pp |
| Employer contribution / active EE | $1,008 | $4,074-75.3% | $4,932-79.6% | $2,728-63.1% |
| Participant deferral / active EE | $5,406 | $8,003-32.5% | $8,065-33.0% | $4,651+16.2% |
| Admin fee / account holder | $190 | $334-43.1% | $12,993-98.5% | $433-56.0% |