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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,775 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,954 | $76,112+77.3% | $96,544+39.8% | $71,529+88.7% |
| Participation rate | 54.4% | 74.4%-20.0pp | 76.0%-21.6pp | 67.9%-13.6pp |
| Annual return | 16.71% | 22.80%-6.1pp | 25.88%-9.2pp | 28.97%-12.3pp |
| Employer contribution / active EE | $564 | $2,248-74.9% | $2,966-81.0% | $2,590-78.2% |
| Participant deferral / active EE | $5,977 | $4,217+41.8% | $4,851+23.2% | $4,291+39.3% |
| Admin fee / account holder | $66 | $2,708-97.6% | $8,254-99.2% | $1,588-95.9% |