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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,038 |
Service code 15 · EIN 27-1186851 | Recordkeeping | $625 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,995 | $91,179-61.6% | $178,499-80.4% | $79,852-56.2% |
| Participation rate | 92.8% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.1pp |
| Annual return | 6.18% | 24.19%-18.0pp | 151.10%-144.9pp | 31.72%-25.5pp |
| Employer contribution / active EE | $2,719 | $3,256-16.5% | $5,011-45.7% | $2,471+10.0% |
| Participant deferral / active EE | $4,015 | $3,236+24.1% | $5,202-22.8% | $3,740+7.4% |
| Admin fee / account holder | $141 | $6,749-97.9% | $13,986-99.0% | $5,306-97.3% |