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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,039 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,350 | $101,523-89.8% | $141,197-92.7% | $77,775-86.7% |
| Participation rate | 33.4% | 77.4%-44.0pp | 82.5%-49.1pp | 73.2%-39.8pp |
| Annual return | 118.38% | 56.22%+62.2pp | 71.41%+47.0pp | 32.58%+85.8pp |
| Employer contribution / active EE | $667 | $3,341-80.0% | $4,736-85.9% | $2,504-73.3% |
| Participant deferral / active EE | $1,268 | $6,434-80.3% | $6,710-81.1% | $3,966-68.0% |
| Admin fee / account holder | $57 | $92-37.9% | $10,265-99.4% | $100-43.2% |