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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUMAN INTEREST, INC. Service code 13 · EIN 47-4307706 300 MONTGOMERY · SAN FRANCISCO, CA 94104 | Contract Administrator | $27,977 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,743 | $111,491-76.9% | $189,537-86.4% | $86,821-70.3% |
| Participation rate | 76.3% | 87.3%-11.0pp | 87.8%-11.5pp | 72.3%+4.0pp |
| Annual return | 189.11% | 83.50%+105.6pp | 555.34%-366.2pp | 97.94%+91.2pp |
| Employer contribution / active EE | $1,356 | $3,951-65.7% | $6,161-78.0% | $2,406-43.6% |
| Participant deferral / active EE | $4,745 | $6,437-26.3% | $8,220-42.3% | $4,132+14.8% |
| Admin fee / account holder | $43 | $189-77.0% | $12,048-99.6% | $170-74.4% |