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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,495 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,750 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,754 | $89,465-65.6% | $165,100-81.4% | $77,762-60.5% |
| Participation rate | 91.2% | 78.6%+12.6pp | 78.6%+12.6pp | 70.6%+20.6pp |
| Annual return | 14.08% | 28.86%-14.8pp | 70.21%-56.1pp | 31.27%-17.2pp |
| Employer contribution / active EE | $933 | $2,565-63.6% | $4,348-78.5% | $2,728-65.8% |
| Participant deferral / active EE | $3,760 | $4,904-23.3% | $6,035-37.7% | $4,651-19.2% |
| Admin fee / account holder | $177 | $340-47.9% | $12,696-98.6% | $433-59.1% |