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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,644 |
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 | $28,613 | $88,324-67.6% | $115,037-75.1% | $55,191-48.2% |
| Participation rate | 62.9% | 72.5%-9.7pp | 81.4%-18.5pp | 69.2%-6.3pp |
| Annual return | 1.22% | 6.30%-5.1pp | 26.14%-24.9pp | 10.78%-9.6pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,439 | $5,042+27.7% | $6,026+6.8% | $3,046+111.4% |
| Admin fee / account holder | $4 | $105-95.8% | $8,175-99.9% | $91-95.1% |