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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $9,267 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,791 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,425 | $72,620-67.7% | $90,760-74.2% | $66,938-65.0% |
| Participation rate | 79.2% | 73.7%+5.5pp | 75.7%+3.5pp | 69.8%+9.4pp |
| Annual return | -16.70% | -12.28%-4.4pp | -12.16%-4.5pp | 1.58%-18.3pp |
| Employer contribution / active EE | $509 | $2,369-78.5% | $2,922-82.6% | $2,545-80.0% |
| Participant deferral / active EE | $2,901 | $3,979-27.1% | $4,565-36.4% | $4,238-31.5% |
| Admin fee / account holder | $16 | $707-97.7% | $8,444-99.8% | $594-97.2% |