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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $123,987 |
UHY LLP1 year Service code 10 · EIN 38-1910111 | Accounting | $33,480 |
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 that benefits due were not provided when due.
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 | $23,977 | $130,052-81.6% | $86,698-72.3% | $77,906-69.2% |
| Participation rate | 90.9% | 85.9%+5.0pp | 76.6%+14.4pp | 73.7%+17.3pp |
| Annual return | -13.93% | -12.73%-1.2pp | 35.95%-49.9pp | 12.16%-26.1pp |
| Employer contribution / active EE | $954 | $3,214-70.3% | $2,837-66.4% | $2,846-66.5% |
| Participant deferral / active EE | $3,643 | $5,741-36.6% | $4,656-21.8% | $4,805-24.2% |
| Admin fee / account holder | $52 | $132-60.7% | $7,493-99.3% | $133-61.0% |