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| Provider | Service type | Compensation |
|---|---|---|
DUNBAR, BENDER & ZAPF, INC.3+ years Service code 37 FRICK BUILDING SUITE 1100 · PITTSBURGH, PA 15219 | Loan Processing | $78,319 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $33,889 |
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 | $13,138 | $44,989-70.8% | $170,435-92.3% | $77,958-83.1% |
| Participation rate | 81.2% | 64.6%+16.6pp | 83.6%-2.4pp | 71.6%+9.5pp |
| Annual return | 18.95% | 19.61%-0.7pp | 205.94%-187.0pp | 20.87%-1.9pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,701 | $2,208+22.4% | $4,939-45.3% | $3,537-23.6% |
| Admin fee / account holder | $47 | $69-31.2% | $13,881-99.7% | $97-51.3% |