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| Provider | Service type | Compensation |
|---|---|---|
TMI CPA, P.C.1 year Filed as: TMI CPA Service code 10 · EIN 47-2426908 | Accounting | $13,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,243 | $55,636+2.9% | $81,991-30.2% | $73,493-22.1% |
| Participation rate | 51.4% | 62.3%-10.9pp | 69.3%-17.9pp | 70.7%-19.3pp |
| Annual return | 17.61% | 19.07%-1.5pp | 41.31%-23.7pp | 28.51%-10.9pp |
| Employer contribution / active EE | $814 | $1,625-49.9% | $2,498-67.4% | $2,270-64.2% |
| Participant deferral / active EE | $4,521 | $2,762+63.7% | $3,722+21.5% | $3,740+20.9% |
| Admin fee / account holder | $204 | $493-58.6% | $5,665-96.4% | $513-60.2% |