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| Provider | Service type | Compensation |
|---|---|---|
SINGERLEWAK LLP1+ years Filed as: SINGER LEWAK Service code 10 · EIN 95-2302617 | Accounting | $9,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,616 | $70,002+22.3% | $115,037-25.6% | $52,331+63.6% |
| Participation rate | 58.2% | 72.1%-13.9pp | 81.4%-23.2pp | 68.1%-9.9pp |
| Annual return | 3.37% | 4.04%-0.7pp | 26.14%-22.8pp | 4.54%-1.2pp |
| Employer contribution / active EE | $78 | $2,715-97.1% | $4,608-98.3% | $1,882-95.8% |
| Participant deferral / active EE | $9,644 | $4,920+96.0% | $6,026+60.0% | $3,022+219.1% |
| Admin fee / account holder | $62 | $566-89.1% | $8,175-99.2% | $592-89.6% |