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| Provider | Service type | Compensation |
|---|---|---|
LUTZ & COMPANY, PC3+ years Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $9,230 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,625 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,450 | $33,067+107.0% | $76,518-10.5% | $56,287+21.6% |
| Participation rate | 31.5% | 55.4%-23.9pp | 68.0%-36.5pp | 69.9%-38.4pp |
| Annual return | 15.99% | 2.72%+13.3pp | -0.27%+16.3pp | -9.96%+25.9pp |
| Employer contribution / active EE | $170 | $1,200-85.9% | $2,647-93.6% | $2,111-92.0% |
| Participant deferral / active EE | $1,018 | $2,240-54.6% | $3,836-73.5% | $3,350-69.6% |
| Admin fee / account holder | $171 | $537-68.2% | $4,849-96.5% | $521-67.2% |