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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,947 |
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 | $26,146 | $104,336-74.9% | $159,455-83.6% | $86,813-69.9% |
| Participation rate | 85.6% | 77.7%+7.9pp | 82.8%+2.8pp | 72.3%+13.3pp |
| Annual return | 39.91% | 26.32%+13.6pp | 263.63%-223.7pp | 97.93%-58.0pp |
| Employer contribution / active EE | $4 | $3,451-99.9% | $4,830-99.9% | $2,406-99.8% |
| Participant deferral / active EE | $6,648 | $6,837-2.8% | $7,353-9.6% | $4,131+60.9% |
| Admin fee / account holder | $79 | $172-54.0% | $10,800-99.3% | $170-53.3% |