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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,233 |
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 | $18,736 | $53,412-64.9% | $68,509-72.7% | $52,331-64.2% |
| Participation rate | 82.4% | 71.7%+10.7pp | 74.7%+7.6pp | 68.1%+14.2pp |
| Annual return | -0.74% | 3.42%-4.2pp | 8.27%-9.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,158 | $2,688-19.7% | $3,382-36.2% | $3,022-28.6% |
| Admin fee / account holder | $51 | $461-88.9% | $5,275-99.0% | $592-91.4% |