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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $54,672 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,916 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $115,046 | $89,093+29.1% | $102,434+12.3% | $77,736+48.0% |
| Participation rate | 76.4% | 80.9%-4.5pp | 76.5%-0.1pp | 70.6%+5.8pp |
| Annual return | 20.90% | 25.03%-4.1pp | 29.46%-8.6pp | 31.26%-10.4pp |
| Employer contribution / active EE | $3 | $2,699-99.9% | $3,023-99.9% | $2,728-99.9% |
| Participant deferral / active EE | $13,660 | $5,147+165.4% | $5,055+170.2% | $4,651+193.7% |
| Admin fee / account holder | $356 | $236+51.0% | $9,462-96.2% | $433-17.8% |