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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,085 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $61,046 | $100,901-39.5% | $75,501-19.1% | $147,586-58.6% |
| Participation rate | 37.5% | 77.1%-39.6pp | 72.4%-34.9pp | 82.8%-45.3pp |
| Annual return | 17.12% | 35.78%-18.7pp | 27.35%-10.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $2,817 | $3,253-13.4% | $2,352+19.8% | $4,876-42.2% |
| Participant deferral / active EE | $5,548 | $4,027+37.8% | $3,142+76.6% | $5,439+2.0% |
| Admin fee / account holder | $35 | $11,285-99.7% | $5,801-99.4% | $10,886-99.7% |