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| Provider | Service type | Compensation |
|---|---|---|
HOBERMAN & LESSER, LLP5 years Service code 16 · EIN 47-1492235 | Consulting | $7,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,730 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $114,477 | $81,494+40.5% | $133,978-14.6% | $73,497+55.8% |
| Participation rate | 62.9% | 76.4%-13.5pp | 79.8%-17.0pp | 70.7%-7.8pp |
| Annual return | 14.13% | 19.40%-5.3pp | 45.10%-31.0pp | 28.51%-14.4pp |
| Employer contribution / active EE | $446 | $2,210-79.8% | $3,919-88.6% | $2,270-80.4% |
| Participant deferral / active EE | $3,270 | $3,787-13.7% | $5,047-35.2% | $3,740-12.6% |
| Admin fee / account holder | $83 | $713-88.3% | $8,930-99.1% | $513-83.7% |