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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,000 |
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 | $30,326 | $85,635-64.6% | $123,894-75.5% | $63,975-52.6% |
| Participation rate | 88.8% | 74.9%+13.8pp | 81.4%+7.4pp | 71.1%+17.6pp |
| Annual return | 15.89% | 15.74%+0.1pp | 47.52%-31.6pp | 48.65%-32.8pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $9,613 | $5,667+69.7% | $5,984+60.6% | $3,356+186.4% |
| Admin fee / account holder | $2 | $75-97.2% | $8,357-100.0% | $70-97.0% |