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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $61,590 | $78,562-21.6% | $105,608-41.7% | $74,429-17.3% |
| Participation rate | 51.1% | 72.8%-21.7pp | 75.3%-24.2pp | 67.2%-16.1pp |
| Annual return | 11.45% | 15.94%-4.5pp | 116.50%-105.1pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $752 | $2,521-70.2% | $3,167-76.3% | $2,625-71.3% |
| Participant deferral / active EE | $1,733 | $4,321-59.9% | $5,010-65.4% | $4,348-60.1% |
| Admin fee / account holder | $137 | $2,217-93.8% | $11,028-98.8% | $1,944-92.9% |