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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $7,426 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,752 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,538 | $73,102-63.7% | $123,549-78.5% | $56,287-52.9% |
| Participation rate | 38.8% | 74.3%-35.5pp | 82.3%-43.5pp | 69.9%-31.0pp |
| Annual return | -5.90% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,722 | $5,423-12.9% | $6,426-26.5% | $3,350+41.0% |
| Admin fee / account holder | $47 | $554-91.5% | $9,284-99.5% | $521-91.0% |