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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,491 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,676 | $168,231-96.6% | $67,834-91.6% | $63,975-91.1% |
| Participation rate | 83.2% | 66.8%+16.4pp | 68.8%+14.4pp | 71.1%+12.1pp |
| Annual return | 52.83% | 11.76%+41.1pp | 138.47%-85.6pp | 48.65%+4.2pp |
| Employer contribution / active EE | $1,001 | $1,907-47.5% | $2,403-58.3% | $2,182-54.1% |
| Participant deferral / active EE | $1,314 | $2,827-53.5% | $3,160-58.4% | $3,356-60.8% |
| Admin fee / account holder | $25 | $81-68.4% | $4,622-99.4% | $70-63.8% |