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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $20,464 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $45,457 | $51,466-11.7% | $78,778-42.3% | $62,293-27.0% |
| Participation rate | 70.4% | 59.8%+10.6pp | 69.2%+1.2pp | 69.5%+0.9pp |
| Annual return | 16.34% | 19.96%-3.6pp | 35.62%-19.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,111 | $2,147+91.4% | $2,958+39.0% | $3,169+29.7% |
| Admin fee / account holder | $12 | $489-97.6% | $5,134-99.8% | $479-97.5% |