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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,267 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,896 |
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 | $53,702 | $61,789-13.1% | $97,167-44.7% | $80,874-33.6% |
| Participation rate | 93.8% | 63.5%+30.3pp | 72.7%+21.1pp | 67.6%+26.1pp |
| Annual return | 24.12% | -557.90%+582.0pp | 75.27%-51.1pp | 35.62%-11.5pp |
| Employer contribution / active EE | $97 | $1,837-94.7% | $2,729-96.5% | $2,756-96.5% |
| Participant deferral / active EE | $12,407 | $3,028+309.7% | $4,264+191.0% | $4,297+188.7% |
| Admin fee / account holder | $355 | $5,168-93.1% | $5,650-93.7% | $6,935-94.9% |