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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $31,443 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $39,323 | $44,989-12.6% | $170,435-76.9% | $77,958-49.6% |
| Participation rate | 22.9% | 64.6%-41.7pp | 83.6%-60.7pp | 71.6%-48.8pp |
| Annual return | 19.27% | 19.61%-0.3pp | 205.94%-186.7pp | 20.87%-1.6pp |
| Employer contribution / active EE | $107 | $1,466-92.7% | $5,432-98.0% | $2,310-95.4% |
| Participant deferral / active EE | $872 | $2,208-60.5% | $4,939-82.3% | $3,537-75.3% |
| Admin fee / account holder | $31 | $69-54.5% | $13,881-99.8% | $97-67.8% |