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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,631 |
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).
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 | $10,478 | $75,284-86.1% | $91,004-88.5% | $69,631-85.0% |
| Participation rate | 89.4% | 80.4%+9.0pp | 75.6%+13.8pp | 70.7%+18.7pp |
| Annual return | 29.74% | 48.40%-18.7pp | 4.60%+25.1pp | 27571.02%-27541.3pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,000 | $3,700-18.9% | $3,548-15.4% | $3,224-6.9% |
| Admin fee / account holder | $50 | $111-54.4% | $5,417-99.1% | $110-54.3% |