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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $756 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,749 | $75,388-56.6% | $123,552-73.5% | $55,725-41.2% |
| Participation rate | 71.9% | 75.7%-3.7pp | 82.3%-10.4pp | 70.9%+1.1pp |
| Annual return | 8.83% | 4.48%+4.4pp | 119.20%-110.4pp | 244.93%-236.1pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $9,517 | $5,651+68.4% | $6,426+48.1% | $3,356+183.6% |
| Admin fee / account holder | $6 | $120-95.0% | $9,285-99.9% | $115-94.8% |