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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Participant loan processing; Claims p... | $15,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,454 | $107,378-81.9% | $108,582-82.1% | $57,658-66.3% |
| Participation rate | 58.4% | 77.1%-18.7pp | 79.6%-21.1pp | 70.2%-11.8pp |
| Annual return | 7.46% | 12.80%-5.3pp | -51.70%+59.2pp | 5.13%+2.3pp |
| Employer contribution / active EE | $876 | $1,782-50.8% | $3,758-76.7% | $1,974-55.6% |
| Participant deferral / active EE | $1,352 | $3,221-58.0% | $4,311-68.6% | $3,061-55.8% |
| Admin fee / account holder | $18 | $108-83.1% | $7,645-99.8% | $95-80.6% |