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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,552 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,937 | $89,054-27.1% | $102,457-36.6% | $77,692-16.4% |
| Participation rate | 89.6% | 80.9%+8.7pp | 76.5%+13.1pp | 70.6%+19.1pp |
| Annual return | 21.15% | 25.02%-3.9pp | 29.41%-8.3pp | 31.25%-10.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,022-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $14,260 | $5,146+177.1% | $5,054+182.1% | $4,648+206.8% |
| Admin fee / account holder | $89 | $236-62.3% | $9,451-99.1% | $431-79.4% |