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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,535 |
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 | $22,867 | $64,612-64.6% | $86,439-73.5% | $64,814-64.7% |
| Participation rate | 87.6% | 81.5%+6.2pp | 80.3%+7.3pp | 71.5%+16.2pp |
| Annual return | 4.92% | 0.66%+4.3pp | 4395.55%-4390.6pp | 32.84%-27.9pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $18,417 | $7,497+145.7% | $6,952+164.9% | $4,310+327.3% |
| Admin fee / account holder | $20 | $169-87.9% | $6,732-99.7% | $188-89.1% |