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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,388 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,000 |
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 | $8,697 | $62,688-86.1% | $178,528-95.1% | $77,714-88.8% |
| Participation rate | 76.8% | 66.9%+9.9pp | 77.1%-0.3pp | 70.6%+6.2pp |
| Annual return | 18.46% | 16.16%+2.3pp | 27.11%-8.7pp | 31.26%-12.8pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,950-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $3,317 | $4,224-21.5% | $6,278-47.2% | $4,649-28.7% |
| Admin fee / account holder | $44 | $386-88.7% | $10,419-99.6% | $433-89.9% |