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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $14,434 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,707 |
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 | $35,204 | $122,219-71.2% | $147,096-76.1% | $199,921-82.4% |
| Participation rate | 85.6% | 78.3%+7.3pp | 82.2%+3.4pp | 72.0%+13.5pp |
| Annual return | 58.96% | 30.59%+28.4pp | 419.75%-360.8pp | 34.28%+24.7pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $8,145 | $8,503-4.2% | $8,071+0.9% | $5,089+60.1% |
| Admin fee / account holder | $8 | $179-95.6% | $13,005-99.9% | $269-97.1% |