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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $500 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,943 | $64,954-61.6% | $115,752-78.5% | $62,293-60.0% |
| Participation rate | 41.4% | 73.0%-31.6pp | 77.8%-36.3pp | 69.5%-28.1pp |
| Annual return | 26.32% | 24.87%+1.5pp | 19.41%+6.9pp | 28.90%-2.6pp |
| Employer contribution / active EE | $569 | $2,344-75.7% | $3,492-83.7% | $2,042-72.1% |
| Participant deferral / active EE | $3,717 | $3,665+1.4% | $5,204-28.6% | $3,169+17.3% |
| Admin fee / account holder | $3 | $414-99.2% | $6,278-99.9% | $479-99.3% |