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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $61,975 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,232 |
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 | $57,468 | $101,523-43.4% | $141,177-59.3% | $77,775-26.1% |
| Participation rate | 44.7% | 77.4%-32.7pp | 82.5%-37.8pp | 73.2%-28.5pp |
| Annual return | 28.10% | 56.22%-28.1pp | 71.40%-43.3pp | 32.58%-4.5pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,736-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $6,801 | $6,434+5.7% | $6,710+1.4% | $3,966+71.5% |
| Admin fee / account holder | -$18 | $92-119.8% | $10,263-100.2% | $100-118.1% |