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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,609 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $22,898 | $95,388-76.0% | $125,381-81.7% | $77,906-70.6% |
| Participation rate | 58.0% | 78.6%-20.6pp | 82.4%-24.4pp | 73.7%-15.7pp |
| Annual return | -17.80% | 116.19%-134.0pp | 572.31%-590.1pp | 12.16%-30.0pp |
| Employer contribution / active EE | $2,348 | $3,666-36.0% | $4,815-51.2% | $2,846-17.5% |
| Participant deferral / active EE | $4,711 | $7,711-38.9% | $7,448-36.7% | $4,805-2.0% |
| Admin fee / account holder | $96 | $119-18.8% | $10,007-99.0% | $133-27.2% |