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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $988,445 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,629 | $106,553-80.6% | $178,505-88.4% | $106,553-80.6% |
| Participation rate | 67.5% | 69.8%-2.3pp | 77.1%-9.6pp | 69.8%-2.3pp |
| Annual return | 13.64% | 17.37%-3.7pp | 27.16%-13.5pp | 17.37%-3.7pp |
| Employer contribution / active EE | $0 | $3,359-100.0% | $3,955-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $1,672 | $5,562-69.9% | $6,280-73.4% | $5,562-69.9% |
| Admin fee / account holder | $37 | $80-53.6% | $10,428-99.6% | $80-53.6% |