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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $938 |
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 | $56,740 | $100,801-43.7% | $149,730-62.1% | $73,412-22.7% |
| Participation rate | 66.4% | 77.7%-11.3pp | 82.5%-16.1pp | 72.2%-5.8pp |
| Annual return | 17.74% | 265.34%-247.6pp | 276.70%-259.0pp | 59.30%-41.6pp |
| Employer contribution / active EE | $8 | $3,312-99.8% | $4,645-99.8% | $2,234-99.6% |
| Participant deferral / active EE | $8,234 | $6,404+28.6% | $6,843+20.3% | $3,806+116.4% |
| Admin fee / account holder | $2 | $181-99.1% | $9,310-100.0% | $158-99.0% |