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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,747 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH FINANC Service code 61 · EIN 04-2675571 | Finders' fees / placement fees | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,190 | $75,183+134.3% | $123,894+42.2% | $55,167+219.4% |
| Participation rate | 63.3% | 72.8%-9.6pp | 81.4%-18.1pp | 69.0%-5.7pp |
| Annual return | 6.38% | 19.01%-12.6pp | 47.52%-41.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,309 | $5,084+63.4% | $5,984+38.8% | $3,054+172.0% |
| Admin fee / account holder | $16 | $663-97.6% | $8,357-99.8% | $504-96.9% |