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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,638 |
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 | $57,603 | $59,725-3.6% | $68,509-15.9% | - |
| Participation rate | 38.4% | 66.5%-28.2pp | 74.7%-36.3pp | - |
| Annual return | 1.63% | 51.05%-49.4pp | 8.27%-6.6pp | - |
| Employer contribution / active EE | $232 | $1,613-85.6% | $2,278-89.8% | - |
| Participant deferral / active EE | $2,105 | $2,426-13.2% | $3,382-37.8% | - |
| Admin fee / account holder | $33 | $8,564-99.6% | $5,275-99.4% | - |