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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $619 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,944 | $99,957-37.0% | $149,745-58.0% | $73,497-14.4% |
| Participation rate | 76.5% | 75.7%+0.8pp | 82.5%-6.0pp | 70.7%+5.8pp |
| Annual return | 17.73% | 53.87%-36.1pp | 276.72%-259.0pp | 28.51%-10.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,274 | $6,073+3.3% | $6,843-8.3% | $3,740+67.8% |
| Admin fee / account holder | $5 | $551-99.1% | $9,312-99.9% | $513-99.0% |