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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,982 |
Filed as: LANCE, SOLL &LUNGHARD, LLP Service code 10 · EIN 95-2700123 | Accounting | $9,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,295 | $111,608-74.6% | $177,840-84.1% | $73,412-61.5% |
| Participation rate | 66.0% | 87.9%-21.8pp | 87.7%-21.7pp | 72.2%-6.2pp |
| Annual return | 33.66% | 18.23%+15.4pp | 48.32%-14.7pp | 59.30%-25.6pp |
| Employer contribution / active EE | $1,642 | $3,796-56.8% | $5,919-72.3% | $2,234-26.5% |
| Participant deferral / active EE | $4,574 | $6,199-26.2% | $7,714-40.7% | $3,806+20.2% |
| Admin fee / account holder | $105 | $166-36.6% | $12,431-99.2% | $158-33.5% |