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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,415 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,248 |
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 that benefits due were not provided when due.
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 | $64,602 | $64,176+0.7% | $112,249-42.4% | $66,938-3.5% |
| Participation rate | 84.9% | 68.4%+16.5pp | 75.1%+9.8pp | 69.8%+15.1pp |
| Annual return | -16.88% | -13.80%-3.1pp | 27.48%-44.4pp | 1.58%-18.5pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,502 | $3,694+76.0% | $4,729+37.5% | $4,238+53.4% |
| Admin fee / account holder | $313 | $626-50.0% | $6,412-95.1% | $594-47.2% |