Filed February 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,736 |
FROST, PLLC1 year Filed as: FROST PLLC Service code 10 · EIN 71-0817652 | Accounting | $28,231 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 26 · EIN 82-1364595 | Advisory (Participants) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,185 | $45,000+22.6% | $143,799-61.6% | $77,906-29.2% |
| Participation rate | 47.5% | 66.8%-19.3pp | 80.3%-32.8pp | 73.7%-26.2pp |
| Annual return | -12.34% | 29.03%-41.4pp | -0.04%-12.3pp | 12.16%-24.5pp |
| Employer contribution / active EE | $381 | $1,870-79.6% | $4,952-92.3% | $2,846-86.6% |
| Participant deferral / active EE | $2,812 | $3,157-10.9% | $5,638-50.1% | $4,805-41.5% |
| Admin fee / account holder | $129 | $98+30.8% | $14,677-99.1% | $133-2.9% |