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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $345,599 |
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 | $14,836 | $48,669-69.5% | $93,654-84.2% | $199,768-92.6% |
| Participation rate | 63.7% | 63.7%0pp | 68.7%-5.0pp | 72.0%-8.3pp |
| Annual return | 17.62% | 15.38%+2.2pp | 133.34%-115.7pp | 34.26%-16.6pp |
| Employer contribution / active EE | $174 | $1,137-84.7% | $2,421-92.8% | $3,037-94.3% |
| Participant deferral / active EE | $2,394 | $2,823-15.2% | $4,413-45.8% | $5,090-53.0% |
| Admin fee / account holder | $84 | $195-56.8% | $8,282-99.0% | $269-68.7% |