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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,978 |
Filed as: ACCESS FINANCIAL RESOURCES Service code 27 · EIN 73-1399373 | Advisory (Plan) | $14,294 |
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).
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 | $17,175 | $62,267-72.4% | $110,243-84.4% | $55,725-69.2% |
| Participation rate | 76.8% | 78.1%-1.3pp | 79.8%-3.0pp | 70.9%+5.9pp |
| Annual return | -4.48% | -1.07%-3.4pp | 314.76%-319.2pp | 244.93%-249.4pp |
| Employer contribution / active EE | $466 | $1,941-76.0% | $3,827-87.8% | $2,078-77.6% |
| Participant deferral / active EE | $2,352 | $3,516-33.1% | $4,672-49.7% | $3,356-29.9% |
| Admin fee / account holder | $100 | $121-17.4% | $8,548-98.8% | $115-13.3% |