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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,218 |
MMA SECURITIES LLC1 year Service code 22 · EIN 22-3570392 | Insurance Broker | $9,733 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK, RIMERMAN, + CO., LLP Service code 10 · EIN 94-1341042 | Accounting | $7,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,055 | $35,366-34.8% | $90,655-74.6% | $75,289-69.4% |
| Participation rate | 37.3% | 57.3%-20.0pp | 74.0%-36.7pp | 72.4%-35.1pp |
| Annual return | -3.98% | -2.19%-1.8pp | 1.89%-5.9pp | -0.04%-3.9pp |
| Employer contribution / active EE | $35 | $916-96.2% | $2,532-98.6% | $2,405-98.6% |
| Participant deferral / active EE | $2,735 | $1,998+36.9% | $3,425-20.1% | $3,739-26.8% |
| Admin fee / account holder | $78 | $59+31.5% | $4,994-98.4% | $102-24.1% |