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| Provider | Service type | Compensation |
|---|---|---|
ANDERSON ZURMUEHLEN1+ years Service code 10 · EIN 81-0385940 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $67,955 | $57,108+19.0% | $94,229-27.9% | $52,331+29.9% |
| Participation rate | 46.6% | 72.9%-26.4pp | 78.8%-32.2pp | 68.1%-21.6pp |
| Annual return | 3.17% | 1.47%+1.7pp | 10.68%-7.5pp | 4.54%-1.4pp |
| Employer contribution / active EE | $1,640 | $1,735-5.5% | $3,587-54.3% | $1,882-12.9% |
| Participant deferral / active EE | $980 | $3,040-67.7% | $4,320-77.3% | $3,022-67.6% |
| Admin fee / account holder | $77 | $546-85.9% | $6,269-98.8% | $592-87.0% |