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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $177,324 |
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 | $22,493 | $176,471-87.3% | $95,964-76.6% | $90,274-75.1% |
| Participation rate | 91.2% | 86.6%+4.6pp | 77.1%+14.1pp | 73.4%+17.9pp |
| Annual return | 43.36% | 20.15%+23.2pp | 91.64%-48.3pp | 53.97%-10.6pp |
| Employer contribution / active EE | $2,482 | $2,783-10.8% | $2,541-2.3% | $2,523-1.6% |
| Participant deferral / active EE | $3,586 | $5,325-32.7% | $4,167-13.9% | $4,231-15.2% |
| Admin fee / account holder | $102 | $154-33.9% | $6,797-98.5% | $114-10.6% |