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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $26,439 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,425 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,158 | $44,873+78.6% | $79,467+0.9% | $56,289+42.4% |
| Participation rate | 69.1% | 68.7%+0.3pp | 73.3%-4.3pp | 69.9%-0.8pp |
| Annual return | -5.59% | 0.81%-6.4pp | 718.30%-723.9pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,791 | $2,746+147.3% | $3,704+83.3% | $3,350+102.7% |
| Admin fee / account holder | $18 | $418-95.7% | $5,104-99.6% | $521-96.5% |