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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,650 |
ASCENSUS LLC3 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $10,336 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,411 |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,333 | $26,906-76.5% | $61,373-89.7% | $77,904-91.9% |
| Participation rate | 30.6% | 33.4%-2.9pp | 52.6%-22.0pp | 73.7%-43.1pp |
| Annual return | -17.27% | -14.46%-2.8pp | 338.61%-355.9pp | 12.21%-29.5pp |
| Employer contribution / active EE | $0 | $521-100.0% | $1,159-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $725 | $1,180-38.5% | $2,125-65.9% | $4,806-84.9% |
| Admin fee / account holder | $83 | $117-29.0% | $2,130-96.1% | $133-37.3% |