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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,306 |
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).
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 | $97,263 | $79,209+22.8% | $102,434-5.0% | $74,459+30.6% |
| Participation rate | 55.1% | 74.8%-19.7pp | 76.5%-21.5pp | 67.2%-12.2pp |
| Annual return | 14.82% | 54.98%-40.2pp | 29.46%-14.6pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $695 | $2,362-70.6% | $3,023-77.0% | $2,626-73.5% |
| Participant deferral / active EE | $3,113 | $4,417-29.5% | $5,055-38.4% | $4,350-28.4% |
| Admin fee / account holder | $245 | $2,002-87.8% | $9,462-97.4% | $1,945-87.4% |