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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $12,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
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 | $49,780 | $59,191-15.9% | $76,767-35.2% | $56,289-11.6% |
| Participation rate | 49.4% | 75.2%-25.8pp | 77.0%-27.5pp | 69.9%-20.4pp |
| Annual return | -6.02% | 6.62%-12.6pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $289 | $1,759-83.6% | $2,485-88.4% | $2,111-86.3% |
| Participant deferral / active EE | $2,683 | $3,255-17.6% | $3,852-30.3% | $3,350-19.9% |
| Admin fee / account holder | $6 | $489-98.7% | $6,675-99.9% | $521-98.8% |