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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $128,298 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $14,000 |
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 that benefits due were not provided when due.
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 | $27,380 | $104,544-73.8% | $96,576-71.6% | $80,149-65.8% |
| Participation rate | 93.0% | 86.4%+6.6pp | 76.0%+17.0pp | 72.9%+20.1pp |
| Annual return | 17.31% | 21.79%-4.5pp | 25.87%-8.6pp | 40.39%-23.1pp |
| Employer contribution / active EE | $1,265 | $3,527-64.1% | $2,965-57.3% | $2,977-57.5% |
| Participant deferral / active EE | $4,298 | $6,170-30.3% | $4,851-11.4% | $5,015-14.3% |
| Admin fee / account holder | $44 | $107-59.1% | $8,253-99.5% | $145-69.8% |