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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $126,845 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,000 |
PENSION ASSURANCE LLP1 year Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $12,600 |
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 | $4,690 | $31,741-85.2% | $56,025-91.6% | $200,096-97.7% |
| Participation rate | 76.1% | 32.3%+43.8pp | 52.5%+23.6pp | 72.0%+4.1pp |
| Annual return | 13.62% | 14.72%-1.1pp | 1712.69%-1699.1pp | 34.26%-20.6pp |
| Employer contribution / active EE | $2 | $508-99.6% | $1,042-99.8% | $3,038-99.9% |
| Participant deferral / active EE | $2,139 | $1,184+80.7% | $1,955+9.4% | $5,090-58.0% |
| Admin fee / account holder | $73 | $426-82.9% | $2,828-97.4% | $269-73.0% |