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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,671 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,552 | $61,166+458.4% | $185,837+83.8% | $79,393+330.2% |
| Participation rate | 83.0% | 66.6%+16.4pp | 81.7%+1.3pp | 70.7%+12.3pp |
| Annual return | 10.75% | 19.45%-8.7pp | 122.08%-111.3pp | 116.87%-106.1pp |
| Employer contribution / active EE | $14,833 | $2,321+539.1% | $5,168+187.0% | $2,428+511.0% |
| Participant deferral / active EE | $14,580 | $2,789+422.8% | $5,568+161.8% | $4,046+260.4% |
| Admin fee / account holder | $116 | $710-83.7% | $16,241-99.3% | $627-81.5% |