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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $84,097 |
Participant 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 | $44,491 | $89,465-50.3% | $165,071-73.0% | $77,736-42.8% |
| Participation rate | 97.1% | 78.6%+18.5pp | 78.6%+18.5pp | 70.6%+26.5pp |
| Annual return | 15.04% | 28.86%-13.8pp | 70.17%-55.1pp | 31.26%-16.2pp |
| Employer contribution / active EE | $1,217 | $2,565-52.5% | $4,347-72.0% | $2,728-55.4% |
| Participant deferral / active EE | $2,625 | $4,904-46.5% | $6,035-56.5% | $4,651-43.5% |
| Admin fee / account holder | $106 | $340-68.7% | $12,695-99.2% | $433-75.4% |