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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,252 |
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).
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 | $26,666 | $88,515-69.9% | $162,171-83.6% | $67,579-60.5% |
| Participation rate | 73.0% | 86.8%-13.8pp | 87.6%-14.5pp | 71.3%+1.8pp |
| Annual return | 40.80% | 27.04%+13.8pp | 115.60%-74.8pp | 378.56%-337.8pp |
| Employer contribution / active EE | $65 | $3,563-98.2% | $5,613-98.8% | $2,148-97.0% |
| Participant deferral / active EE | $7,611 | $5,724+33.0% | $7,297+4.3% | $3,539+115.0% |
| Admin fee / account holder | $56 | $124-55.0% | $10,843-99.5% | $142-60.9% |