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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,633 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,195 | $37,117-51.0% | $147,614-87.7% | $55,191-67.0% |
| Participation rate | 15.2% | 63.6%-48.4pp | 84.6%-69.4pp | 69.2%-54.0pp |
| Annual return | -5.03% | 3.44%-8.5pp | 61.98%-67.0pp | 10.78%-15.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $892 | $1,985-55.1% | $4,895-81.8% | $3,046-70.7% |
| Admin fee / account holder | $93 | $86+8.1% | $11,611-99.2% | $91+1.9% |