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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,083 |
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 | $8,578 | $62,324-86.2% | $68,509-87.5% | $55,191-84.5% |
| Participation rate | 85.8% | 78.9%+6.9pp | 74.7%+11.0pp | 69.2%+16.6pp |
| Annual return | -0.67% | 4.26%-4.9pp | 8.27%-8.9pp | 10.78%-11.4pp |
| Employer contribution / active EE | $282 | $2,223-87.3% | $2,278-87.6% | $1,899-85.2% |
| Participant deferral / active EE | $1,583 | $3,425-53.8% | $3,382-53.2% | $3,046-48.1% |
| Admin fee / account holder | $41 | $91-54.8% | $5,275-99.2% | $91-54.5% |