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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,499 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $11,775 |
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).
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 | $43,659 | $51,244-14.8% | $80,977-46.1% | $55,167-20.9% |
| Participation rate | 86.0% | 71.7%+14.4pp | 75.8%+10.2pp | 69.0%+17.1pp |
| Annual return | 7.55% | 17.39%-9.8pp | 17.11%-9.6pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,590 | $4,418+26.5% | $5,696-1.9% | $3,054+83.0% |
| Admin fee / account holder | $200 | $398-49.8% | $5,517-96.4% | $504-60.3% |