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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,049 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,310 | $53,512-84.5% | $189,575-95.6% | $93,010-91.1% |
| Participation rate | 69.7% | 67.3%+2.4pp | 78.4%-8.8pp | 73.9%-4.2pp |
| Annual return | 32.23% | 20.32%+11.9pp | 64.19%-32.0pp | 158.70%-126.5pp |
| Employer contribution / active EE | $0 | $1,429-100.0% | $4,412-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $2,780 | $3,748-25.8% | $6,174-55.0% | $4,561-39.0% |
| Admin fee / account holder | $9 | $95-90.9% | $9,806-99.9% | $152-94.3% |