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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,512 | $37,196-69.1% | $154,108-92.5% | $55,725-79.3% |
| Participation rate | 31.3% | 64.1%-32.7pp | 83.0%-51.7pp | 70.9%-39.5pp |
| Annual return | 80.15% | 1319.68%-1239.5pp | 735.21%-655.1pp | 244.93%-164.8pp |
| Employer contribution / active EE | $92 | $1,614-94.3% | $5,298-98.3% | $2,078-95.6% |
| Participant deferral / active EE | $1,649 | $2,068-20.3% | $5,081-67.6% | $3,356-50.9% |
| Admin fee / account holder | $2 | $102-97.7% | $13,411-100.0% | $115-98.0% |