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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,142 | $79,519-16.8% | $95,960-31.1% | $73,412-9.9% |
| Participation rate | 67.5% | 81.2%-13.7pp | 77.1%-9.6pp | 72.2%-4.7pp |
| Annual return | 10.09% | 19.20%-9.1pp | 91.63%-81.5pp | 59.30%-49.2pp |
| Employer contribution / active EE | $1,161 | $2,048-43.3% | $2,541-54.3% | $2,234-48.0% |
| Participant deferral / active EE | $2,262 | $4,138-45.3% | $4,167-45.7% | $3,806-40.6% |
| Admin fee / account holder | $75 | $184-59.4% | $6,797-98.9% | $158-52.6% |