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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,490 |
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 | $3,998 | $45,382-91.2% | $154,108-97.4% | $75,289-94.7% |
| Participation rate | 72.5% | 65.9%+6.6pp | 83.0%-10.6pp | 72.4%0pp |
| Annual return | -3.43% | -0.47%-3.0pp | 735.21%-738.6pp | -0.04%-3.4pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,599 | $2,384-32.9% | $5,081-68.5% | $3,739-57.2% |
| Admin fee / account holder | $9 | $89-89.4% | $13,411-99.9% | $102-90.7% |