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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,277 |
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.
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 | $7,093 | $88,324-92.0% | $115,038-93.8% | $55,191-87.1% |
| Participation rate | 79.9% | 72.5%+7.3pp | 81.4%-1.5pp | 69.2%+10.7pp |
| Annual return | 8.89% | 6.30%+2.6pp | 26.14%-17.3pp | 10.78%-1.9pp |
| Employer contribution / active EE | $362 | $2,805-87.1% | $4,608-92.1% | $1,899-80.9% |
| Participant deferral / active EE | $2,129 | $5,042-57.8% | $6,026-64.7% | $3,046-30.1% |
| Admin fee / account holder | $49 | $105-53.6% | $8,175-99.4% | $91-46.2% |