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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $322,943 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,659 | $44,626-71.6% | $86,209-85.3% | $80,149-84.2% |
| Participation rate | 75.5% | 63.5%+12.0pp | 69.0%+6.5pp | 72.9%+2.6pp |
| Annual return | 22.66% | 19.61%+3.0pp | 1169.05%-1146.4pp | 40.39%-17.7pp |
| Employer contribution / active EE | $238 | $1,099-78.3% | $2,381-90.0% | $2,977-92.0% |
| Participant deferral / active EE | $2,713 | $2,769-2.0% | $3,986-31.9% | $5,015-45.9% |
| Admin fee / account holder | $84 | $133-37.3% | $6,853-98.8% | $145-42.3% |