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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $157,386 |
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 | $34,648 | $83,812-58.7% | $123,553-72.0% | $68,904-49.7% |
| Participation rate | 56.6% | 77.0%-20.4pp | 82.3%-25.7pp | 74.1%-17.5pp |
| Annual return | -2.74% | 0.60%-3.3pp | 119.21%-121.9pp | 1.07%-3.8pp |
| Employer contribution / active EE | $0 | $2,924-100.0% | $4,628-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $4,517 | $5,609-19.5% | $6,426-29.7% | $4,015+12.5% |
| Admin fee / account holder | $33 | $65-48.9% | $9,284-99.6% | $71-53.5% |