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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,249 |
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 | $9,712 | $45,382-78.6% | $154,108-93.7% | $75,289-87.1% |
| Participation rate | 22.1% | 65.9%-43.8pp | 83.0%-60.9pp | 72.4%-50.3pp |
| Annual return | 22.12% | -0.47%+22.6pp | 735.21%-713.1pp | -0.04%+22.2pp |
| Employer contribution / active EE | $45 | $1,533-97.1% | $5,298-99.2% | $2,405-98.1% |
| Participant deferral / active EE | $887 | $2,384-62.8% | $5,081-82.5% | $3,739-76.3% |
| Admin fee / account holder | $52 | $89-41.9% | $13,411-99.6% | $102-49.2% |