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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,647 |
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 | $9,796 | $74,347-86.8% | $93,621-89.5% | $67,579-85.5% |
| Participation rate | 86.8% | 80.6%+6.2pp | 75.8%+11.0pp | 71.3%+15.5pp |
| Annual return | 50.08% | 28.07%+22.0pp | 32.76%+17.3pp | 378.56%-328.5pp |
| Employer contribution / active EE | $0 | $2,583-100.0% | $2,719-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,025 | $4,060-25.5% | $4,070-25.7% | $3,539-14.5% |
| Admin fee / account holder | $78 | $123-36.5% | $7,890-99.0% | $142-45.3% |