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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,064 |
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).
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 | $50,776 | $48,064+5.6% | $78,778-35.5% | $69,631-27.1% |
| Participation rate | 23.0% | 61.6%-38.6pp | 69.2%-46.2pp | 70.7%-47.7pp |
| Annual return | 19.37% | 21.81%-2.4pp | 35.62%-16.3pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $15 | $744-98.0% | $1,986-99.2% | $2,032-99.3% |
| Participant deferral / active EE | $959 | $2,079-53.9% | $2,958-67.6% | $3,224-70.2% |
| Admin fee / account holder | $29 | $152-80.8% | $5,134-99.4% | $110-73.6% |