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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,418 |
ASCENSUS LLC4 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $29,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,441 | $54,213-62.3% | $93,696-78.2% | $77,736-73.7% |
| Participation rate | 55.9% | 64.0%-8.1pp | 68.7%-12.8pp | 70.6%-14.7pp |
| Annual return | 12.63% | 30.55%-17.9pp | 133.74%-121.1pp | 31.26%-18.6pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,293 | $3,145-27.1% | $4,417-48.1% | $4,651-50.7% |
| Admin fee / account holder | $118 | $575-79.4% | $8,287-98.6% | $433-72.7% |