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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,673 | $79,519-65.2% | $95,964-71.2% | $73,412-62.3% |
| Participation rate | 44.5% | 81.2%-36.7pp | 77.1%-32.6pp | 72.2%-27.7pp |
| Annual return | 176.84% | 19.20%+157.6pp | 91.64%+85.2pp | 59.30%+117.5pp |
| Employer contribution / active EE | $1,074 | $2,048-47.5% | $2,541-57.7% | $2,234-51.9% |
| Participant deferral / active EE | $2,081 | $4,138-49.7% | $4,167-50.1% | $3,806-45.3% |
| Admin fee / account holder | $76 | $184-58.6% | $6,797-98.9% | $158-51.7% |