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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,128 |
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 | $48,565 | $75,183-35.4% | $123,894-60.8% | $55,167-12.0% |
| Participation rate | 62.3% | 72.8%-10.5pp | 81.4%-19.1pp | 69.0%-6.7pp |
| Annual return | 7.49% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $154 | $2,823-94.6% | $4,617-96.7% | $1,963-92.2% |
| Participant deferral / active EE | $5,101 | $5,084+0.3% | $5,984-14.8% | $3,054+67.0% |
| Admin fee / account holder | $46 | $663-93.0% | $8,357-99.4% | $504-90.8% |