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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 37 · EIN 52-2136664 300 EAST JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $2,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,252 | $36,767-64.0% | $81,473-83.7% | $62,293-78.7% |
| Participation rate | 54.7% | 54.4%+0.2pp | 68.0%-13.3pp | 69.5%-14.9pp |
| Annual return | 18.54% | 173.80%-155.3pp | 38.78%-20.2pp | 28.90%-10.4pp |
| Employer contribution / active EE | $58 | $1,128-94.9% | $2,568-97.7% | $2,042-97.2% |
| Participant deferral / active EE | $715 | $2,111-66.1% | $3,537-79.8% | $3,169-77.4% |
| Admin fee / account holder | $13 | $797-98.4% | $4,561-99.7% | $479-97.4% |