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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,957 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $59,408 | $104,544-43.2% | $76,657-22.5% | $152,897-61.1% |
| Participation rate | 0.0% | 76.6%-76.6pp | 72.1%-72.1pp | 82.5%-82.5pp |
| Annual return | 22.31% | 1014.36%-992.0pp | 1166.74%-1144.4pp | 345.43%-323.1pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13 | $12,286-99.9% | $6,423-99.8% | $11,599-99.9% |