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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,009 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,936 | $69,511-64.1% | $94,672-73.7% | $71,529-65.1% |
| Participation rate | 96.2% | 78.4%+17.7pp | 80.8%+15.3pp | 67.9%+28.2pp |
| Annual return | 69.01% | 29.67%+39.3pp | 156.89%-87.9pp | 28.97%+40.0pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $9,255 | $7,348+26.0% | $7,417+24.8% | $4,291+115.7% |
| Admin fee / account holder | $20 | $1,211-98.3% | $7,222-99.7% | $1,588-98.7% |