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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,392 |
BAKER TILLY US, LLP1+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $10,544 |
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 | $19,473 | $63,964-69.6% | $147,618-86.8% | $67,505-71.2% |
| Participation rate | 24.0% | 68.6%-44.6pp | 84.6%-60.6pp | 71.2%-47.2pp |
| Annual return | 11.32% | 9.05%+2.3pp | 61.98%-50.7pp | 6.52%+4.8pp |
| Employer contribution / active EE | $59 | $1,618-96.3% | $5,564-98.9% | $2,173-97.3% |
| Participant deferral / active EE | $909 | $2,589-64.9% | $4,895-81.4% | $3,597-74.7% |
| Admin fee / account holder | $42 | $43-1.6% | $11,612-99.6% | $56-25.0% |