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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,522 |
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.
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 | $32,330 | $79,519-59.3% | $95,960-66.3% | $73,412-56.0% |
| Participation rate | 95.3% | 81.2%+14.1pp | 77.1%+18.2pp | 72.2%+23.1pp |
| Annual return | 16.23% | 19.20%-3.0pp | 91.63%-75.4pp | 59.30%-43.1pp |
| Employer contribution / active EE | $343 | $2,048-83.3% | $2,541-86.5% | $2,234-84.7% |
| Participant deferral / active EE | $4,073 | $4,138-1.6% | $4,167-2.2% | $3,806+7.0% |
| Admin fee / account holder | $17 | $184-90.9% | $6,797-99.8% | $158-89.4% |