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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,700 |
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).
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 | $22,688 | $88,324-74.3% | $115,038-80.3% | $55,191-58.9% |
| Participation rate | 69.4% | 72.5%-3.1pp | 81.4%-11.9pp | 69.2%+0.3pp |
| Annual return | 16.41% | 6.30%+10.1pp | 26.14%-9.7pp | 10.78%+5.6pp |
| Employer contribution / active EE | $8 | $2,805-99.7% | $4,608-99.8% | $1,899-99.6% |
| Participant deferral / active EE | $7,591 | $5,042+50.6% | $6,026+26.0% | $3,046+149.2% |
| Admin fee / account holder | $19 | $105-81.7% | $8,175-99.8% | $91-78.8% |