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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $956 |
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 | $87,327 | $86,341+1.1% | $125,195-30.2% | $65,186+34.0% |
| Participation rate | 42.6% | 75.3%-32.7pp | 79.8%-37.2pp | 70.2%-27.6pp |
| Annual return | 23.82% | 27.44%-3.6pp | 43.79%-20.0pp | 29.39%-5.6pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,508 | $3,538-29.1% | $4,937-49.2% | $3,514-28.6% |
| Admin fee / account holder | $17 | $609-97.2% | $9,704-99.8% | $847-98.0% |