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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 26-4310632 | Other Commissions | $18,189 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,150 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $95,138 | $65,378+45.5% | $87,103+9.2% | $65,186+45.9% |
| Participation rate | 63.6% | 75.3%-11.7pp | 76.9%-13.2pp | 70.2%-6.6pp |
| Annual return | 21.57% | 31.28%-9.7pp | 28.19%-6.6pp | 29.39%-7.8pp |
| Employer contribution / active EE | $465 | $1,823-74.5% | $2,521-81.6% | $2,177-78.7% |
| Participant deferral / active EE | $4,123 | $3,389+21.7% | $4,049+1.8% | $3,514+17.3% |
| Admin fee / account holder | $21 | $520-96.0% | $7,491-99.7% | $847-97.5% |