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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,218 |
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 | $14,628 | $47,456-69.2% | $172,753-91.5% | $77,775-81.2% |
| Participation rate | 21.7% | 66.3%-44.5pp | 82.6%-60.9pp | 73.2%-51.5pp |
| Annual return | 27.61% | 35.57%-8.0pp | 803.00%-775.4pp | 32.58%-5.0pp |
| Employer contribution / active EE | $106 | $1,574-93.3% | $5,144-97.9% | $2,504-95.8% |
| Participant deferral / active EE | $1,040 | $2,560-59.4% | $5,198-80.0% | $3,966-73.8% |
| Admin fee / account holder | $82 | $81+0.8% | $13,956-99.4% | $100-18.5% |