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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,905 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,836 | $70,002-37.4% | $115,038-61.9% | $52,331-16.2% |
| Participation rate | 65.4% | 72.1%-6.7pp | 81.4%-15.9pp | 68.1%-2.7pp |
| Annual return | 2.23% | 4.04%-1.8pp | 26.14%-23.9pp | 4.54%-2.3pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,113 | $4,920+3.9% | $6,026-15.1% | $3,022+69.2% |
| Admin fee / account holder | $49 | $566-91.3% | $8,175-99.4% | $592-91.6% |