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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,068 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,859 | $111,608-75.0% | $177,840-84.3% | $73,412-62.1% |
| Participation rate | 85.1% | 87.9%-2.8pp | 87.7%-2.6pp | 72.2%+12.9pp |
| Annual return | 27.42% | 18.23%+9.2pp | 48.32%-20.9pp | 59.30%-31.9pp |
| Employer contribution / active EE | $70 | $3,796-98.2% | $5,919-98.8% | $2,234-96.9% |
| Participant deferral / active EE | $7,672 | $6,199+23.8% | $7,714-0.5% | $3,806+101.6% |
| Admin fee / account holder | $57 | $166-65.6% | $12,431-99.5% | $158-64.0% |