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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $38,389 | $43,423-11.6% | $78,676-51.2% | $55,167-30.4% |
| Participation rate | 42.4% | 68.0%-25.7pp | 73.6%-31.2pp | 69.0%-26.6pp |
| Annual return | 10.51% | 11.53%-1.0pp | 62.19%-51.7pp | 169.23%-158.7pp |
| Employer contribution / active EE | $1,141 | $1,997-42.9% | $2,850-60.0% | $1,963-41.9% |
| Participant deferral / active EE | $2,576 | $2,509+2.7% | $3,517-26.7% | $3,054-15.7% |
| Admin fee / account holder | $26 | $416-93.7% | $4,510-99.4% | $504-94.8% |