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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PARKE, GUPTIL & CO. LLP Service code 10 · EIN 95-3378831 | Accounting | $8,500 |
Service code 37 · EIN 39-6040276 | Loan Processing | $3,615 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,487 | $42,546+21.0% | $71,796-28.3% | $55,167-6.7% |
| Participation rate | 19.5% | 59.1%-39.7pp | 69.1%-49.6pp | 69.0%-49.5pp |
| Annual return | 7.46% | 12.36%-4.9pp | 78.04%-70.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $290 | $2,064-86.0% | $2,794-89.6% | $3,054-90.5% |
| Admin fee / account holder | $379 | $650-41.7% | $4,815-92.1% | $504-24.9% |