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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,729 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,374 | $93,598-65.4% | $135,974-76.2% | $75,173-56.9% |
| Participation rate | 53.2% | 75.2%-22.0pp | 81.9%-28.7pp | 67.2%-14.0pp |
| Annual return | 24.41% | 30.89%-6.5pp | 68.30%-43.9pp | 160.72%-136.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,172 | $6,405+90.0% | $7,760+56.9% | $4,126+195.0% |
| Admin fee / account holder | $90 | $6,978-98.7% | $10,767-99.2% | $5,651-98.4% |