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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,478 |
CHARTER ADVISORY CORP1 year Service code 27 230 EAST 96TH STREET · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $9,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,187 | $60,165+15.0% | $74,184-6.7% | $55,167+25.4% |
| Participation rate | 65.8% | 74.2%-8.4pp | 76.6%-10.9pp | 69.0%-3.2pp |
| Annual return | 13.67% | 10.00%+3.7pp | 17.74%-4.1pp | 169.23%-155.6pp |
| Employer contribution / active EE | $2,920 | $1,600+82.6% | $2,370+23.2% | $1,963+48.8% |
| Participant deferral / active EE | $4,458 | $2,973+50.0% | $3,550+25.6% | $3,054+45.9% |
| Admin fee / account holder | $137 | $419-67.4% | $5,586-97.6% | $504-72.9% |