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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $750 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,268 | $81,537-62.9% | $149,721-79.8% | $69,631-56.5% |
| Participation rate | 59.7% | 86.1%-26.4pp | 87.1%-27.4pp | 70.7%-11.0pp |
| Annual return | 28.38% | 22.79%+5.6pp | 1501.67%-1473.3pp | 27571.02%-27542.6pp |
| Employer contribution / active EE | $971 | $3,239-70.0% | $5,444-82.2% | $2,032-52.2% |
| Participant deferral / active EE | $3,748 | $4,994-24.9% | $6,568-42.9% | $3,224+16.3% |
| Admin fee / account holder | $4 | $107-96.3% | $11,282-100.0% | $110-96.5% |