Filed June 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,333 |
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 | $32,135 | $86,338-62.8% | $91,994-65.1% | $77,775-58.7% |
| Participation rate | 70.7% | 82.9%-12.2pp | 78.6%-7.9pp | 73.2%-2.5pp |
| Annual return | 57.13% | 29.65%+27.5pp | 69.04%-11.9pp | 32.58%+24.6pp |
| Employer contribution / active EE | $0 | $2,988-100.0% | $3,453-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $7,230 | $6,908+4.7% | $5,924+22.0% | $3,966+82.3% |
| Admin fee / account holder | $44 | $79-44.5% | $7,744-99.4% | $100-56.0% |