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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $9,557 |
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,752 | $52,884-68.3% | $84,753-80.2% | $55,167-69.6% |
| Participation rate | 72.3% | 67.5%+4.8pp | 76.6%-4.3pp | 69.0%+3.3pp |
| Annual return | 5.60% | 18.03%-12.4pp | 22.78%-17.2pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,029 | $2,233-53.9% | $3,574-71.2% | $1,963-47.6% |
| Participant deferral / active EE | $2,532 | $2,644-4.2% | $3,712-31.8% | $3,054-17.1% |
| Admin fee / account holder | $3 | $581-99.5% | $5,333-99.9% | $504-99.4% |