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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $27,679 | $88,874-68.9% | $123,552-77.6% | $75,289-63.2% |
| Participation rate | 62.1% | 75.9%-13.8pp | 82.3%-20.2pp | 72.4%-10.4pp |
| Annual return | -5.49% | 4.22%-9.7pp | 119.20%-124.7pp | -0.04%-5.5pp |
| Employer contribution / active EE | $784 | $3,256-75.9% | $4,628-83.1% | $2,405-67.4% |
| Participant deferral / active EE | $2,056 | $6,174-66.7% | $6,426-68.0% | $3,739-45.0% |
| Admin fee / account holder | $11 | $95-88.8% | $9,285-99.9% | $102-89.6% |