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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,306 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,951 | $49,791-68.0% | $78,210-79.6% | $70,126-77.3% |
| Participation rate | 68.8% | 62.3%+6.5pp | 68.7%+0.1pp | 69.5%-0.7pp |
| Annual return | 15.85% | 20.75%-4.9pp | 40.90%-25.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $2,136 | $1,430+49.4% | $2,034+5.0% | $2,343-8.8% |
| Participant deferral / active EE | $1,253 | $2,150-41.7% | $2,823-55.6% | $3,332-62.4% |
| Admin fee / account holder | $157 | $3,181-95.1% | $3,758-95.8% | $4,645-96.6% |