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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,619 |
PARSONS CPA PLLC1 year Filed as: PARSONS CPA LLC Service code 10 · EIN 27-4214364 | Accounting | $5,250 |
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).
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 | $52,828 | $32,425+62.9% | $74,577-29.2% | $55,167-4.2% |
| Participation rate | 23.2% | 54.0%-30.8pp | 68.1%-44.9pp | 69.0%-45.8pp |
| Annual return | 5.91% | 10.63%-4.7pp | 20.47%-14.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $483 | $1,043-53.7% | $2,525-80.9% | $1,963-75.4% |
| Participant deferral / active EE | $840 | $1,995-57.9% | $3,458-75.7% | $3,054-72.5% |
| Admin fee / account holder | $286 | $748-61.7% | $4,138-93.1% | $504-43.2% |