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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 39-6040276 | Loan Processing | $3,174 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,179 | $50,199-83.7% | $70,098-88.3% | $66,930-87.8% |
| Participation rate | 85.8% | 66.3%+19.5pp | 70.5%+15.3pp | 69.8%+16.0pp |
| Annual return | 0.91% | -13.85%+14.8pp | 190.76%-189.9pp | 1.57%-0.7pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,816 | $3,112+22.6% | $3,849-0.9% | $4,238-10.0% |
| Admin fee / account holder | $27 | $600-95.4% | $6,266-99.6% | $593-95.4% |