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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $139,207 |
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 | $19,147 | $94,115-79.7% | $83,327-77.0% | $73,367-73.9% |
| Participation rate | 88.5% | 83.7%+4.8pp | 77.8%+10.8pp | 69.5%+19.0pp |
| Annual return | -0.20% | -6.12%+5.9pp | 10.64%-10.8pp | 173.45%-173.6pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,379-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $7,492 | $6,759+10.8% | $5,565+34.6% | $4,033+85.8% |
| Admin fee / account holder | $11 | $75-85.2% | $7,540-99.9% | $68-83.7% |