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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,375 |
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 | $12,516 | $65,292-80.8% | $80,977-84.5% | $65,292-80.8% |
| Participation rate | 83.9% | 72.4%+11.5pp | 75.8%+8.1pp | 72.4%+11.5pp |
| Annual return | 51.24% | 11.84%+39.4pp | 17.11%+34.1pp | 11.84%+39.4pp |
| Employer contribution / active EE | $0 | $2,302-100.0% | $3,715-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $5,552 | $3,579+55.1% | $5,696-2.5% | $3,579+55.1% |
| Admin fee / account holder | $1 | $57-97.6% | $5,517-100.0% | $57-97.6% |