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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $23,695 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
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.
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 | $42,771 | $42,548+0.5% | $74,551-42.6% | $56,289-24.0% |
| Participation rate | 64.2% | 60.5%+3.7pp | 69.1%-5.0pp | 69.9%-5.7pp |
| Annual return | -4.08% | 12.40%-16.5pp | 32.53%-36.6pp | -9.96%+5.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,873 | $2,277+70.1% | $3,108+24.6% | $3,350+15.6% |
| Admin fee / account holder | $10 | $467-97.9% | $5,059-99.8% | $521-98.1% |