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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,455 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 61 1250 S CAPITAL OF TEXAS HWY STE · WEST LAKE HILLS, TX 78746 | Finders' fees / placement fees | $0 |
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 | $22,696 | $31,810-28.7% | $64,105-64.6% | $59,188-61.7% |
| Participation rate | 27.4% | 57.7%-30.3pp | 68.2%-40.8pp | 69.4%-42.0pp |
| Annual return | 2.07% | 9.41%-7.3pp | 791.24%-789.2pp | 5.51%-3.4pp |
| Employer contribution / active EE | $0 | $659-100.0% | $1,820-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,712 | $1,582+8.2% | $2,822-39.3% | $3,265-47.6% |
| Admin fee / account holder | $8 | $57-85.8% | $4,499-99.8% | $92-91.2% |