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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,338 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,982 | $89,282-66.4% | $94,664-68.3% | $74,460-59.7% |
| Participation rate | 88.0% | 82.4%+5.6pp | 80.8%+7.2pp | 70.7%+17.3pp |
| Annual return | 51.98% | 25.96%+26.0pp | 156.84%-104.9pp | 34.38%+17.6pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,673-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $12,812 | $8,425+52.1% | $7,417+72.7% | $4,530+182.8% |
| Admin fee / account holder | $52 | $219-76.3% | $7,222-99.3% | $348-85.1% |