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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $21,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,519 |
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 | $8,652 | $37,196-76.7% | $154,114-94.4% | $55,725-84.5% |
| Participation rate | 80.5% | 64.1%+16.4pp | 83.0%-2.6pp | 70.9%+9.6pp |
| Annual return | 1.52% | 1319.68%-1318.2pp | 735.16%-733.6pp | 244.93%-243.4pp |
| Employer contribution / active EE | $1,304 | $1,614-19.2% | $5,298-75.4% | $2,078-37.2% |
| Participant deferral / active EE | $1,510 | $2,068-27.0% | $5,081-70.3% | $3,356-55.0% |
| Admin fee / account holder | $68 | $102-33.3% | $13,411-99.5% | $115-41.2% |