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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $42,848 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,836 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,268 | $96,458-50.0% | $136,298-64.6% | $77,958-38.1% |
| Participation rate | 41.0% | 75.4%-34.4pp | 81.9%-40.9pp | 71.6%-30.6pp |
| Annual return | 21.68% | 23.78%-2.1pp | 5156.27%-5134.6pp | 20.87%+0.8pp |
| Employer contribution / active EE | $2 | $3,144-99.9% | $4,696-100.0% | $2,310-99.9% |
| Participant deferral / active EE | $4,882 | $5,902-17.3% | $6,247-21.9% | $3,537+38.0% |
| Admin fee / account holder | $7 | $80-91.4% | $9,244-99.9% | $97-92.9% |