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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,416 |
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 | $27,466 | $101,499-72.9% | $147,005-81.3% | $74,546-63.2% |
| Participation rate | 59.9% | 75.5%-15.6pp | 82.2%-22.3pp | 67.2%-7.3pp |
| Annual return | 0.00% | 8732.34%-8732.3pp | 418.76%-418.8pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $7,855 | $7,304+7.5% | $8,070-2.7% | $4,347+80.7% |
| Admin fee / account holder | $25 | $1,748-98.6% | $13,006-99.8% | $1,944-98.7% |