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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,993 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,711 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,005 | $69,511-51.1% | $94,664-64.1% | $71,511-52.4% |
| Participation rate | 84.0% | 78.4%+5.6pp | 80.8%+3.2pp | 67.9%+16.1pp |
| Annual return | 24.35% | 29.67%-5.3pp | 156.84%-132.5pp | 28.86%-4.5pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $7,031 | $7,348-4.3% | $7,417-5.2% | $4,291+63.9% |
| Admin fee / account holder | $284 | $1,211-76.6% | $7,222-96.1% | $1,588-82.2% |