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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,716 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,193 | $100,589-64.0% | $136,298-73.4% | $177,276-79.6% |
| Participation rate | 52.6% | 77.4%-24.8pp | 81.9%-29.3pp | 74.8%-22.2pp |
| Annual return | 22.82% | 39.18%-16.4pp | 5156.27%-5133.5pp | 21.25%+1.6pp |
| Employer contribution / active EE | $0 | $3,259-100.0% | $4,696-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $3,820 | $5,830-34.5% | $6,247-38.9% | $3,881-1.6% |
| Admin fee / account holder | $20 | $55-63.8% | $9,244-99.8% | $154-87.1% |