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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 | $122,259-71.2% | $147,005-76.1% | $199,768-82.4% |
| Participation rate | 85.6% | 78.3%+7.3pp | 82.2%+3.4pp | 72.0%+13.5pp |
| Annual return | 58.96% | 30.58%+28.4pp | 418.76%-359.8pp | 34.26%+24.7pp |
| Employer contribution / active EE | $0 | $4,097-100.0% | $4,934-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $8,145 | $8,504-4.2% | $8,070+0.9% | $5,090+60.0% |
| Admin fee / account holder | $8 | $179-95.6% | $13,006-99.9% | $269-97.0% |