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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,362 | $82,674-45.1% | $125,381-63.8% | $68,486-33.8% |
| Participation rate | 60.8% | 75.1%-14.3pp | 82.4%-21.6pp | 67.9%-7.1pp |
| Annual return | -17.88% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,740 | $3,382-19.0% | $4,815-43.1% | $2,597+5.5% |
| Participant deferral / active EE | $6,563 | $6,111+7.4% | $7,448-11.9% | $4,028+62.9% |
| Admin fee / account holder | $37 | $6,277-99.4% | $10,007-99.6% | $5,404-99.3% |