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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,641 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,182 | $22,291-40.9% | $69,182-80.9% | $63,975-79.4% |
| Participation rate | 15.6% | 35.3%-19.6pp | 55.1%-39.5pp | 71.1%-55.5pp |
| Annual return | 5.22% | 9.30%-4.1pp | -21.93%+27.2pp | 48.65%-43.4pp |
| Employer contribution / active EE | $134 | $325-58.9% | $1,206-88.9% | $2,182-93.9% |
| Participant deferral / active EE | $475 | $808-41.2% | $1,897-75.0% | $3,356-85.9% |
| Admin fee / account holder | $36 | $73-50.6% | $2,697-98.7% | $70-48.7% |