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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,011 |
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 | $50,378 | $102,389-50.8% | $100,540-49.9% | $90,274-44.2% |
| Participation rate | 91.4% | 84.0%+7.4pp | 79.4%+12.0pp | 73.4%+18.1pp |
| Annual return | 76.59% | 22.50%+54.1pp | 30.90%+45.7pp | 53.97%+22.6pp |
| Employer contribution / active EE | $16 | $3,056-99.5% | $3,419-99.5% | $2,523-99.4% |
| Participant deferral / active EE | $12,380 | $7,514+64.7% | $6,272+97.4% | $4,231+192.6% |
| Admin fee / account holder | $10 | $83-88.6% | $8,082-99.9% | $114-91.7% |