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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,175 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,195 | $45,283+41.8% | $155,789-58.8% | $52,331+22.7% |
| Participation rate | 58.7% | 62.2%-3.5pp | 76.1%-17.4pp | 68.1%-9.4pp |
| Annual return | 0.65% | 1.80%-1.1pp | 71.54%-70.9pp | 4.54%-3.9pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,838 | $2,854+34.5% | $4,798-20.0% | $3,022+27.0% |
| Admin fee / account holder | $10 | $981-99.0% | $7,477-99.9% | $592-98.3% |