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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $349,975 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,783 | $80,412-33.1% | $109,191-50.7% | $101,555-47.0% |
| Participation rate | 44.9% | 84.4%-39.5pp | 75.9%-30.9pp | 74.5%-29.6pp |
| Annual return | 15.15% | 16.17%-1.0pp | 25.76%-10.6pp | 21.00%-5.9pp |
| Employer contribution / active EE | $874 | $3,731-76.6% | $3,723-76.5% | $2,972-70.6% |
| Participant deferral / active EE | $2,986 | $3,396-12.1% | $4,653-35.8% | $4,874-38.7% |
| Admin fee / account holder | $72 | $135-46.6% | $6,756-98.9% | $139-48.4% |