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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,060 | $79,223-72.2% | $102,460-78.5% | $74,478-70.4% |
| Participation rate | 61.9% | 74.8%-12.8pp | 76.5%-14.6pp | 67.2%-5.3pp |
| Annual return | 12.09% | 54.98%-42.9pp | 29.47%-17.4pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $872 | $2,363-63.1% | $3,025-71.2% | $2,626-66.8% |
| Participant deferral / active EE | $2,366 | $4,417-46.4% | $5,056-53.2% | $4,350-45.6% |
| Admin fee / account holder | $190 | $2,003-90.5% | $9,460-98.0% | $1,946-90.2% |