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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,520 | $81,474-58.9% | $133,971-75.0% | $73,493-54.4% |
| Participation rate | 53.1% | 76.4%-23.3pp | 79.8%-26.7pp | 70.7%-17.6pp |
| Annual return | 27.43% | 19.40%+8.0pp | 45.09%-17.7pp | 28.51%-1.1pp |
| Employer contribution / active EE | $898 | $2,209-59.3% | $3,919-77.1% | $2,270-60.4% |
| Participant deferral / active EE | $3,027 | $3,786-20.1% | $5,047-40.0% | $3,740-19.1% |
| Admin fee / account holder | $36 | $713-95.0% | $8,929-99.6% | $513-93.0% |