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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 ATTN PILAR LEMA · GLENDALE, CA 91203 | Other Commissions | $17,231 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,852 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,868 | $84,936-38.9% | $111,308-53.4% | $79,391-34.7% |
| Participation rate | 39.1% | 75.9%-36.7pp | 77.3%-38.2pp | 70.7%-31.6pp |
| Annual return | 11.27% | 17.45%-6.2pp | 54.67%-43.4pp | 116.88%-105.6pp |
| Employer contribution / active EE | $356 | $1,979-82.0% | $2,732-87.0% | $2,428-85.3% |
| Participant deferral / active EE | $2,031 | $3,888-47.8% | $4,487-54.7% | $4,046-49.8% |
| Admin fee / account holder | $63 | $537-88.3% | $7,965-99.2% | $627-89.9% |