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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,459 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,000 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,345 | $30,147-88.9% | $58,561-94.3% | $80,157-95.8% |
| Participation rate | 71.8% | 34.4%+37.4pp | 50.9%+20.9pp | 72.9%-1.1pp |
| Annual return | 22.88% | 21.97%+0.9pp | 4251.33%-4228.4pp | 40.39%-17.5pp |
| Employer contribution / active EE | $0 | $528-100.0% | $1,053-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $1,213 | $1,249-2.9% | $1,923-36.9% | $5,015-75.8% |
| Admin fee / account holder | $34 | $195-82.5% | $2,520-98.6% | $145-76.5% |