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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,724 | $63,905-3.4% | $74,184-16.8% | $57,658+7.1% |
| Participation rate | 64.8% | 79.8%-15.0pp | 76.6%-11.8pp | 70.2%-5.4pp |
| Annual return | 9.10% | 60.60%-51.5pp | 17.74%-8.6pp | 5.13%+4.0pp |
| Employer contribution / active EE | $903 | $1,840-50.9% | $2,370-61.9% | $1,974-54.2% |
| Participant deferral / active EE | $3,713 | $3,448+7.7% | $3,550+4.6% | $3,061+21.3% |
| Admin fee / account holder | $9 | $91-90.3% | $5,586-99.8% | $95-90.6% |