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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,349 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,627 | $100,272-71.5% | $170,043-83.2% | $74,460-61.6% |
| Participation rate | 92.9% | 87.4%+5.6pp | 87.0%+5.9pp | 70.7%+22.2pp |
| Annual return | 30.25% | 66.12%-35.9pp | 53.40%-23.2pp | 34.38%-4.1pp |
| Employer contribution / active EE | $0 | $4,266-100.0% | $6,790-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $11,760 | $7,147+64.5% | $10,410+13.0% | $4,530+159.6% |
| Admin fee / account holder | $123 | $235-47.6% | $12,824-99.0% | $348-64.6% |