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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,522 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,273 | $55,182-66.9% | $73,309-75.1% | $55,191-66.9% |
| Participation rate | 83.8% | 73.9%+9.8pp | 74.9%+8.8pp | 69.2%+14.6pp |
| Annual return | 9.51% | 8.55%+1.0pp | 5.67%+3.8pp | 10.78%-1.3pp |
| Employer contribution / active EE | $50 | $1,935-97.4% | $3,237-98.5% | $1,899-97.4% |
| Participant deferral / active EE | $7,594 | $4,641+63.6% | $4,991+52.2% | $3,046+149.3% |
| Admin fee / account holder | $13 | $68-81.0% | $5,635-99.8% | $91-85.7% |