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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $33,975 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,688 | $61,156-44.9% | $185,823-81.9% | $79,386-57.6% |
| Participation rate | 69.7% | 66.6%+3.1pp | 81.7%-12.0pp | 70.7%-1.0pp |
| Annual return | 11.94% | 19.45%-7.5pp | 122.05%-110.1pp | 116.85%-104.9pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,677 | $2,789-4.0% | $5,568-51.9% | $4,046-33.8% |
| Admin fee / account holder | $4 | $710-99.5% | $16,237-100.0% | $626-99.4% |