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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,175 |
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 | $25,403 | $56,640-55.2% | $80,977-68.6% | $57,658-55.9% |
| Participation rate | 65.1% | 75.9%-10.8pp | 75.8%-10.7pp | 70.2%-5.1pp |
| Annual return | 41.67% | 19.97%+21.7pp | 17.11%+24.6pp | 5.13%+36.5pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,715-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,789 | $4,944+77.8% | $5,696+54.3% | $3,061+187.2% |
| Admin fee / account holder | $5 | $87-94.7% | $5,517-99.9% | $95-95.1% |