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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,012 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,849 | $88,137-69.5% | $164,975-83.7% | $74,429-63.9% |
| Participation rate | 66.8% | 73.1%-6.3pp | 78.6%-11.8pp | 67.2%-0.4pp |
| Annual return | 269.40% | 17.13%+252.3pp | 70.12%+199.3pp | 1368.38%-1099.0pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,531 | $4,501-43.8% | $6,033-58.1% | $4,348-41.8% |
| Admin fee / account holder | $112 | $2,231-95.0% | $12,688-99.1% | $1,944-94.3% |