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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $716,790 |
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 | $25,024 | $106,273-76.5% | $185,876-86.5% | $106,273-76.5% |
| Participation rate | 57.0% | 70.8%-13.8pp | 78.0%-21.1pp | 70.8%-13.8pp |
| Annual return | 15.72% | 21.70%-6.0pp | 35.96%-20.2pp | 21.70%-6.0pp |
| Employer contribution / active EE | $0 | $2,722-100.0% | $4,088-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $1,241 | $4,601-73.0% | $5,634-78.0% | $4,601-73.0% |
| Admin fee / account holder | $39 | $78-49.6% | $9,504-99.6% | $78-49.6% |