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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,541 | $48,432+25.0% | $121,210-50.1% | $71,529-15.4% |
| Participation rate | 43.6% | 54.3%-10.8pp | 69.5%-26.0pp | 67.9%-24.4pp |
| Annual return | 22.40% | 23.28%-0.9pp | 987.41%-965.0pp | 28.97%-6.6pp |
| Employer contribution / active EE | $801 | $1,493-46.3% | $4,171-80.8% | $2,590-69.1% |
| Participant deferral / active EE | $4,267 | $2,756+54.8% | $4,084+4.5% | $4,291-0.6% |
| Admin fee / account holder | $21 | $1,845-98.8% | $5,647-99.6% | $1,588-98.7% |