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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,957 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $13,677 | $46,173-70.4% | $170,435-92.0% | $69,631-80.4% |
| Participation rate | 74.4% | 63.9%+10.5pp | 83.6%-9.2pp | 70.7%+3.7pp |
| Annual return | 17.87% | 21.62%-3.8pp | 205.94%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,313 | $2,080-36.9% | $4,939-73.4% | $3,224-59.3% |
| Admin fee / account holder | $12 | $116-90.0% | $13,881-99.9% | $110-89.5% |