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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,080 |
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 | $85,634 | $76,371+12.1% | $93,621-8.5% | $72,975+17.3% |
| Participation rate | 36.6% | 71.8%-35.2pp | 75.8%-39.3pp | 69.5%-32.9pp |
| Annual return | 19.57% | 25.82%-6.2pp | 32.76%-13.2pp | 81.01%-61.4pp |
| Employer contribution / active EE | $210 | $2,276-90.8% | $2,719-92.3% | $2,440-91.4% |
| Participant deferral / active EE | $2,813 | $3,538-20.5% | $4,070-30.9% | $3,608-22.0% |
| Admin fee / account holder | $43 | $6,839-99.4% | $7,890-99.5% | $5,124-99.2% |