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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,152 |
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 | $7,438 | $65,223-88.6% | $80,022-90.7% | $55,725-86.7% |
| Participation rate | 76.9% | 80.6%-3.6pp | 75.8%+1.1pp | 70.9%+6.1pp |
| Annual return | -3.55% | 7.59%-11.1pp | 11.22%-14.8pp | 244.93%-248.5pp |
| Employer contribution / active EE | $65 | $2,544-97.5% | $2,468-97.4% | $2,078-96.9% |
| Participant deferral / active EE | $2,460 | $3,881-36.6% | $3,686-33.3% | $3,356-26.7% |
| Admin fee / account holder | $49 | $114-56.7% | $6,521-99.2% | $115-57.1% |