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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,144 |
Filed as: KBS KITTELL BRANAGAN & SARGENT Service code 10 · EIN 03-0302296 | Accounting | $8,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,631 | $44,059-60.0% | $71,671-75.4% | $69,631-74.7% |
| Participation rate | 29.5% | 60.8%-31.2pp | 68.7%-39.2pp | 70.7%-41.1pp |
| Annual return | 23.87% | 21.97%+1.9pp | 20.65%+3.2pp | 27571.02%-27547.2pp |
| Employer contribution / active EE | $875 | $1,305-33.0% | $2,460-64.4% | $2,032-57.0% |
| Participant deferral / active EE | $3,106 | $2,370+31.1% | $3,438-9.6% | $3,224-3.6% |
| Admin fee / account holder | $101 | $108-6.6% | $5,558-98.2% | $110-8.9% |