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| Provider | Service type | Compensation |
|---|---|---|
FORUSALL, INC.1 year Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $12,175 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,549 |
Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Participant loan processing; Recordke... | $3,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,415 | $84,499-41.5% | $125,391-60.6% | $66,949-26.2% |
| Participation rate | 67.9% | 76.4%-8.5pp | 82.4%-14.4pp | 69.8%-1.9pp |
| Annual return | -1.95% | -8.49%+6.5pp | 572.41%-574.4pp | 1.57%-3.5pp |
| Employer contribution / active EE | $1,501 | $3,554-57.8% | $4,816-68.8% | $2,545-41.0% |
| Participant deferral / active EE | $5,605 | $6,785-17.4% | $7,448-24.7% | $4,239+32.2% |
| Admin fee / account holder | $185 | $685-72.9% | $10,009-98.1% | $594-68.8% |