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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,628 |
Service code 55 · EIN 38-2722519 | Other Commissions | $15,303 |
Participant 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 | $23,057 | $84,493-72.7% | $125,381-81.6% | $66,938-65.6% |
| Participation rate | 74.2% | 76.4%-2.2pp | 82.4%-8.2pp | 69.8%+4.4pp |
| Annual return | -15.51% | -8.49%-7.0pp | 572.31%-587.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,643 | $3,554-53.8% | $4,815-65.9% | $2,545-35.5% |
| Participant deferral / active EE | $2,827 | $6,783-58.3% | $7,448-62.0% | $4,238-33.3% |
| Admin fee / account holder | $109 | $685-84.1% | $10,007-98.9% | $594-81.7% |