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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,552 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,162 | $42,504-73.7% | $160,009-93.0% | $77,906-85.7% |
| Participation rate | 70.0% | 66.9%+3.1pp | 78.0%-8.0pp | 73.7%-3.7pp |
| Annual return | -8.58% | -12.43%+3.8pp | 408.85%-417.4pp | 12.16%-20.7pp |
| Employer contribution / active EE | $177 | $1,684-89.5% | $4,225-95.8% | $2,846-93.8% |
| Participant deferral / active EE | $4,341 | $3,919+10.8% | $6,183-29.8% | $4,805-9.7% |
| Admin fee / account holder | $30 | $98-69.1% | $8,715-99.7% | $133-77.3% |