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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,492 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,096 | $82,163-52.4% | $125,363-68.8% | $64,814-39.7% |
| Participation rate | 75.3% | 77.9%-2.5pp | 82.4%-7.0pp | 71.5%+3.9pp |
| Annual return | -2.24% | 3.49%-5.7pp | 572.15%-574.4pp | 32.84%-35.1pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $12,771 | $7,175+78.0% | $7,447+71.5% | $4,310+196.3% |
| Admin fee / account holder | $98 | $163-39.9% | $10,005-99.0% | $188-47.8% |