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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,914 |
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 | $5,029 | $45,109-88.9% | $85,187-94.1% | $77,736-93.5% |
| Participation rate | 42.7% | 48.7%-5.9pp | 67.5%-24.8pp | 70.6%-27.8pp |
| Annual return | 21.82% | 79.55%-57.7pp | 66.67%-44.8pp | 31.26%-9.4pp |
| Employer contribution / active EE | $82 | $1,602-94.9% | $2,732-97.0% | $2,728-97.0% |
| Participant deferral / active EE | $1,241 | $2,814-55.9% | $4,525-72.6% | $4,651-73.3% |
| Admin fee / account holder | $35 | $915-96.2% | $6,162-99.4% | $433-92.0% |