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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $42,537 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,780 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,916 | $66,051-63.8% | $92,915-74.3% | $77,775-69.2% |
| Participation rate | 61.4% | 81.0%-19.6pp | 76.0%-14.6pp | 73.2%-11.8pp |
| Annual return | 24.10% | 20.69%+3.4pp | 109.45%-85.3pp | 32.58%-8.5pp |
| Employer contribution / active EE | $506 | $3,426-85.2% | $3,653-86.2% | $2,504-79.8% |
| Participant deferral / active EE | $1,692 | $3,013-43.8% | $4,238-60.1% | $3,966-57.3% |
| Admin fee / account holder | $73 | $148-50.6% | $5,796-98.7% | $100-27.0% |