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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,103 |
NATIONAL SECURITIES CORPORATION1+ years Service code 61 · EIN 91-0519466 | 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).
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 | $24,550 | $37,196-34.0% | $154,114-84.1% | $55,725-55.9% |
| Participation rate | 19.2% | 64.1%-44.9pp | 83.0%-63.8pp | 70.9%-51.6pp |
| Annual return | -6.19% | 1319.68%-1325.9pp | 735.16%-741.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $926 | $2,068-55.2% | $5,081-81.8% | $3,356-72.4% |
| Admin fee / account holder | $28 | $102-72.3% | $13,411-99.8% | $115-75.6% |