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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,719 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,683 | $80,360-63.1% | $90,161-67.1% | $77,958-61.9% |
| Participation rate | 89.5% | 81.9%+7.6pp | 76.9%+12.6pp | 71.6%+17.8pp |
| Annual return | 37.90% | 24.56%+13.3pp | 34.89%+3.0pp | 20.87%+17.0pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,318-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $7,619 | $5,829+30.7% | $5,287+44.1% | $3,537+115.4% |
| Admin fee / account holder | $19 | $64-70.3% | $5,943-99.7% | $97-80.5% |