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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 13-2638166 | Other Commissions | $3,637 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,093 |
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.
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 | $45,288 | $64,909-30.2% | $82,312-45.0% | $62,293-27.3% |
| Participation rate | 56.1% | 74.9%-18.7pp | 76.9%-20.8pp | 69.5%-13.4pp |
| Annual return | 19.13% | 21.18%-2.1pp | 25.88%-6.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,786 | $3,103-42.4% | $3,706-51.8% | $3,169-43.6% |
| Admin fee / account holder | $9 | $440-98.0% | $5,608-99.8% | $479-98.2% |