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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 37 · EIN 23-1945930 | Loan Processing | $1,650 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,668 | $59,535-60.2% | $90,161-73.7% | $62,293-62.0% |
| Participation rate | 73.5% | 73.0%+0.5pp | 76.9%-3.4pp | 69.5%+4.0pp |
| Annual return | 18.52% | 23.53%-5.0pp | 34.89%-16.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,314 | $4,639-28.6% | $5,287-37.3% | $3,169+4.6% |
| Admin fee / account holder | $44 | $337-86.8% | $5,943-99.3% | $479-90.7% |