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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $137,913 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $48,701 |
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 a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,212 | $110,282-73.5% | $102,434-71.5% | $199,960-85.4% |
| Participation rate | 91.3% | 86.3%+5.1pp | 76.5%+14.8pp | 72.0%+19.3pp |
| Annual return | 14.33% | 35.75%-21.4pp | 29.46%-15.1pp | 34.28%-20.0pp |
| Employer contribution / active EE | $1,345 | $3,603-62.7% | $3,023-55.5% | $3,036-55.7% |
| Participant deferral / active EE | $3,526 | $6,376-44.7% | $5,055-30.2% | $5,087-30.7% |
| Admin fee / account holder | $139 | $122+13.7% | $9,462-98.5% | $269-48.4% |