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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,983 |
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 | $29,622 | $69,159-57.2% | $125,180-76.3% | $67,579-56.2% |
| Participation rate | 89.5% | 78.2%+11.3pp | 79.8%+9.8pp | 71.3%+18.3pp |
| Annual return | 21.48% | 27.12%-5.6pp | 43.79%-22.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,866-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,750 | $3,700-25.7% | $4,937-44.3% | $3,539-22.3% |
| Admin fee / account holder | $26 | $142-81.3% | $9,703-99.7% | $142-81.4% |