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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $567 |
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 | $20,457 | $155,795-86.9% | $136,298-85.0% | $69,634-70.6% |
| Participation rate | 86.2% | 75.2%+10.9pp | 81.9%+4.3pp | 70.7%+15.5pp |
| Annual return | 97.49% | 232464.33%-232366.8pp | 5156.27%-5058.8pp | 27572.26%-27474.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $8,170 | $5,394+51.5% | $6,247+30.8% | $3,224+153.4% |
| Admin fee / account holder | $1 | $128-99.4% | $9,244-100.0% | $110-99.3% |