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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,190 |
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 | $65,224 | $73,102-10.8% | $123,553-47.2% | $56,289+15.9% |
| Participation rate | 64.0% | 74.3%-10.3pp | 82.3%-18.3pp | 69.9%-5.8pp |
| Annual return | -6.59% | 3.01%-9.6pp | 119.21%-125.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $249 | $2,977-91.6% | $4,628-94.6% | $2,111-88.2% |
| Participant deferral / active EE | $6,194 | $5,423+14.2% | $6,426-3.6% | $3,350+84.9% |
| Admin fee / account holder | $46 | $554-91.7% | $9,284-99.5% | $521-91.2% |