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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,013 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,323 | $60,165+108.3% | $74,184+68.9% | $55,167+127.2% |
| Participation rate | 68.3% | 74.2%-5.8pp | 76.6%-8.3pp | 69.0%-0.7pp |
| Annual return | -8.62% | 10.00%-18.6pp | 17.74%-26.4pp | 169.23%-177.8pp |
| Employer contribution / active EE | $285 | $1,600-82.2% | $2,370-88.0% | $1,963-85.5% |
| Participant deferral / active EE | $12,165 | $2,973+309.2% | $3,550+242.7% | $3,054+298.3% |
| Admin fee / account holder | -$27 | $419-106.4% | $5,586-100.5% | $504-105.3% |