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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,308 |
AUDIT AND TAX SOLUTIONS2 years Filed as: AUDIT AND TAX SOLUTIONS CPAS, INC Service code 10 · EIN 94-3211752 | Accounting | $9,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,754 | $29,369+59.2% | $77,513-39.7% | $73,412-36.3% |
| Participation rate | 20.8% | 37.9%-17.1pp | 54.2%-33.4pp | 72.2%-51.3pp |
| Annual return | 10.74% | 358.15%-347.4pp | 54.81%-44.1pp | 59.30%-48.6pp |
| Employer contribution / active EE | $131 | $406-67.7% | $987-86.7% | $2,234-94.1% |
| Participant deferral / active EE | $857 | $941-8.9% | $1,861-53.9% | $3,806-77.5% |
| Admin fee / account holder | $86 | $123-29.9% | $2,859-97.0% | $158-45.5% |