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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $130,410 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $36,000 |
SMITH & HOWARD, PC4+ years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $34,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,668 | $34,242+53.8% | $76,518-31.2% | $75,289-30.0% |
| Participation rate | 52.3% | 43.9%+8.3pp | 68.0%-15.7pp | 72.4%-20.2pp |
| Annual return | -2.34% | -0.98%-1.4pp | -0.27%-2.1pp | -0.04%-2.3pp |
| Employer contribution / active EE | $1,426 | $975+46.3% | $2,647-46.1% | $2,405-40.7% |
| Participant deferral / active EE | $3,319 | $1,872+77.2% | $3,836-13.5% | $3,739-11.2% |
| Admin fee / account holder | $76 | $112-32.0% | $4,849-98.4% | $102-25.6% |