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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,155 | $72,639+13.1% | $90,766-9.5% | $66,949+22.7% |
| Participation rate | 45.7% | 73.7%-28.0pp | 75.7%-30.0pp | 69.8%-24.2pp |
| Annual return | -15.32% | -12.28%-3.0pp | -12.16%-3.2pp | 1.57%-16.9pp |
| Employer contribution / active EE | $1,889 | $2,369-20.3% | $2,922-35.4% | $2,545-25.8% |
| Participant deferral / active EE | $3,060 | $3,979-23.1% | $4,565-33.0% | $4,239-27.8% |
| Admin fee / account holder | $19 | $708-97.3% | $8,446-99.8% | $594-96.8% |