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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,497 |
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 | $82,969 | $71,523+16.0% | $98,461-15.7% | $71,511+16.0% |
| Participation rate | 44.2% | 72.7%-28.5pp | 75.2%-31.0pp | 67.9%-23.7pp |
| Annual return | 14.77% | 32.43%-17.7pp | 21.17%-6.4pp | 28.86%-14.1pp |
| Employer contribution / active EE | $653 | $2,399-72.8% | $3,049-78.6% | $2,589-74.8% |
| Participant deferral / active EE | $1,502 | $4,109-63.4% | $4,738-68.3% | $4,291-65.0% |
| Admin fee / account holder | $183 | $1,676-89.1% | $8,961-98.0% | $1,588-88.5% |