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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,595 |
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 | $12,521 | $85,135-85.3% | $98,920-87.3% | $73,412-82.9% |
| Participation rate | 91.5% | 81.1%+10.3pp | 76.0%+15.4pp | 72.2%+19.3pp |
| Annual return | 33.78% | 19.14%+14.6pp | 196.47%-162.7pp | 59.30%-25.5pp |
| Employer contribution / active EE | $710 | $2,721-73.9% | $2,689-73.6% | $2,234-68.2% |
| Participant deferral / active EE | $3,176 | $4,349-27.0% | $4,245-25.2% | $3,806-16.6% |
| Admin fee / account holder | $70 | $139-49.6% | $6,643-98.9% | $158-55.6% |