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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 | $78,483-21.5% | $106,201-42.0% | $74,546-17.4% |
| Participation rate | 51.1% | 72.8%-21.7pp | 75.3%-24.2pp | 67.2%-16.1pp |
| Annual return | 11.45% | 15.94%-4.5pp | 116.26%-104.8pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $752 | $2,522-70.2% | $3,170-76.3% | $2,624-71.3% |
| Participant deferral / active EE | $1,733 | $4,320-59.9% | $5,012-65.4% | $4,347-60.1% |
| Admin fee / account holder | $137 | $2,236-93.9% | $11,039-98.8% | $1,944-92.9% |