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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $32,583 |
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 reported corrective distributions (failed ADP/ACP testing).
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 | $26,918 | $46,173-41.7% | $170,439-84.2% | $69,631-61.3% |
| Participation rate | 46.7% | 63.9%-17.2pp | 83.6%-36.9pp | 70.7%-24.0pp |
| Annual return | 14.42% | 21.62%-7.2pp | 205.94%-191.5pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $326 | $1,610-79.7% | $5,433-94.0% | $2,032-83.9% |
| Participant deferral / active EE | $1,372 | $2,080-34.0% | $4,939-72.2% | $3,224-57.4% |
| Admin fee / account holder | $2 | $116-98.1% | $13,881-100.0% | $110-98.0% |