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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,422 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,195 | $71,666-62.1% | $117,861-76.9% | $69,631-60.9% |
| Participation rate | 63.0% | 77.5%-14.5pp | 79.7%-16.7pp | 70.7%-7.7pp |
| Annual return | 16.91% | 18.86%-1.9pp | 335.11%-318.2pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,227 | $3,340-33.3% | $4,482-50.3% | $3,224-30.9% |
| Admin fee / account holder | $45 | $120-62.5% | $8,021-99.4% | $110-59.1% |