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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2 years Service code 37 · EIN 47-0322111 | Loan Processing | $8,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,309 | $59,191-74.1% | $76,767-80.1% | $56,289-72.8% |
| Participation rate | 63.1% | 75.2%-12.1pp | 77.0%-13.9pp | 69.9%-6.8pp |
| Annual return | -14.42% | 6.62%-21.0pp | 2.43%-16.9pp | -9.96%-4.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,123 | $3,255-4.0% | $3,852-18.9% | $3,350-6.8% |
| Admin fee / account holder | $85 | $489-82.6% | $6,675-98.7% | $521-83.7% |