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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,200 |
Service code 61 · EIN 35-2552359 | Finders' fees / placement fees | $0 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $26,072 | $34,242-23.9% | $76,518-65.9% | $75,289-65.4% |
| Participation rate | 33.2% | 43.9%-10.7pp | 68.0%-34.8pp | 72.4%-39.2pp |
| Annual return | -2.69% | -0.98%-1.7pp | -0.27%-2.4pp | -0.04%-2.7pp |
| Employer contribution / active EE | $508 | $975-47.8% | $2,647-80.8% | $2,405-78.9% |
| Participant deferral / active EE | $1,462 | $1,872-21.9% | $3,836-61.9% | $3,739-60.9% |
| Admin fee / account holder | $21 | $112-81.5% | $4,849-99.6% | $102-79.7% |