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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462060368 | Loan Processing | $29,198 |
Filed as: SOUTHBRIDGE ADVISOR LLC Service code 16 · EIN 84-3303309 | Consulting | $7,481 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,040 | $84,948-58.8% | $70,494-50.3% | $73,412-52.3% |
| Participation rate | 50.5% | 79.9%-29.4pp | 75.1%-24.5pp | 72.2%-21.7pp |
| Annual return | 10.89% | 13.39%-2.5pp | 109.16%-98.3pp | 59.30%-48.4pp |
| Employer contribution / active EE | $1,633 | $2,834-42.4% | $2,738-40.4% | $2,234-26.9% |
| Participant deferral / active EE | $2,533 | $3,387-25.2% | $3,711-31.7% | $3,806-33.5% |
| Admin fee / account holder | $8 | $98-92.2% | $3,848-99.8% | $158-95.1% |