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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $94,067 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $65,402 |
MELTON & MELTON LLP8+ years Service code 10 · EIN 74-1550819 | Accounting | $10,007 |
D. BRENNAN REILLY, P.C.3 years Service code 29 · EIN 76-0634363 | Legal | $6,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,432 | $59,105-70.5% | $160,009-89.1% | $66,938-74.0% |
| Participation rate | 0.0% | 68.1%-68.1pp | 78.0%-78.0pp | 69.8%-69.8pp |
| Annual return | -15.20% | -12.26%-2.9pp | 408.85%-424.0pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,320 | $1,983+67.5% | $4,225-21.4% | $2,545+30.5% |
| Participant deferral / active EE | $10,997 | $4,395+150.2% | $6,183+77.9% | $4,238+159.5% |
| Admin fee / account holder | $43,953 | $591+7339.4% | $8,715+404.3% | $594+7305.5% |