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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,975 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,014 | $64,909-39.9% | $82,312-52.6% | $62,293-37.4% |
| Participation rate | 49.8% | 74.9%-25.1pp | 76.9%-27.1pp | 69.5%-19.7pp |
| Annual return | 16.79% | 21.18%-4.4pp | 25.88%-9.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $456 | $1,676-72.8% | $2,428-81.2% | $2,042-77.7% |
| Participant deferral / active EE | $1,880 | $3,103-39.4% | $3,706-49.3% | $3,169-40.7% |
| Admin fee / account holder | $36 | $440-91.9% | $5,608-99.4% | $479-92.6% |