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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $325 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,323 | $60,349-31.5% | $74,184-44.3% | $62,881-34.3% |
| Participation rate | 50.6% | 72.7%-22.1pp | 76.6%-26.0pp | 69.3%-18.7pp |
| Annual return | 7.03% | 21.38%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,528 | $2,856+93.5% | $3,550+55.7% | $3,203+72.6% |
| Admin fee / account holder | $3 | $4,261-99.9% | $5,586-99.9% | $4,296-99.9% |