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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,569 |
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 | $28,158 | $23,385+20.4% | $69,182-59.3% | $57,658-51.2% |
| Participation rate | 15.4% | 37.9%-22.5pp | 55.1%-39.7pp | 70.2%-54.8pp |
| Annual return | 16.46% | -659.34%+675.8pp | -21.93%+38.4pp | 5.13%+11.3pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $469 | $843-44.3% | $1,897-75.3% | $3,061-84.7% |
| Admin fee / account holder | $28 | $82-65.6% | $2,697-99.0% | $95-70.2% |