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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,144 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $10,950 |
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.
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).
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 | $26,382 | $71,666-63.2% | $117,861-77.6% | $69,631-62.1% |
| Participation rate | 62.5% | 77.5%-15.0pp | 79.7%-17.2pp | 70.7%-8.2pp |
| Annual return | 14.71% | 18.86%-4.2pp | 335.11%-320.4pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $428 | $1,889-77.3% | $3,786-88.7% | $2,032-78.9% |
| Participant deferral / active EE | $2,024 | $3,340-39.4% | $4,482-54.8% | $3,224-37.2% |
| Admin fee / account holder | $130 | $120+7.7% | $8,021-98.4% | $110+17.4% |