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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $285,339 |
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 | $43,098 | $125,578-65.7% | $86,460-50.2% | $89,433-51.8% |
| Participation rate | 89.5% | 86.1%+3.3pp | 80.3%+9.1pp | 71.3%+18.2pp |
| Annual return | -15.34% | -16.42%+1.1pp | 4399.82%-4415.2pp | -11.88%-3.5pp |
| Employer contribution / active EE | $1 | $4,137-100.0% | $3,771-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $10,902 | $9,976+9.3% | $6,954+56.8% | $5,125+112.7% |
| Admin fee / account holder | $17 | $94-82.2% | $6,727-99.8% | $79-78.9% |