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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,171 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,291 | $84,936-3.1% | $111,303-26.1% | $79,393+3.7% |
| Participation rate | 67.4% | 75.9%-8.5pp | 77.3%-10.0pp | 70.7%-3.3pp |
| Annual return | 16.26% | 17.45%-1.2pp | 54.66%-38.4pp | 116.87%-100.6pp |
| Employer contribution / active EE | $1,590 | $1,979-19.6% | $2,731-41.8% | $2,428-34.5% |
| Participant deferral / active EE | $5,306 | $3,888+36.5% | $4,487+18.3% | $4,046+31.2% |
| Admin fee / account holder | $35 | $537-93.5% | $7,966-99.6% | $627-94.4% |