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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,423 |
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 | $31,680 | $99,628-68.2% | $105,218-69.9% | $59,188-46.5% |
| Participation rate | 92.6% | 80.5%+12.2pp | 77.2%+15.4pp | 69.4%+23.2pp |
| Annual return | 1.13% | 3.21%-2.1pp | 5.33%-4.2pp | 5.51%-4.4pp |
| Employer contribution / active EE | $624 | $2,454-74.6% | $3,255-80.8% | $2,098-70.2% |
| Participant deferral / active EE | $2,856 | $4,189-31.8% | $4,867-41.3% | $3,265-12.5% |
| Admin fee / account holder | $25 | $62-59.4% | $6,992-99.6% | $92-72.5% |