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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,385 | $113,568-56.5% | $67,575-26.9% | $199,960-75.3% |
| Participation rate | 54.7% | 73.3%-18.6pp | 72.9%-18.2pp | 72.0%-17.3pp |
| Annual return | 0.00% | 15.88%-15.9pp | 3528.98%-3529.0pp | 34.28%-34.3pp |
| Employer contribution / active EE | $1,353 | $3,409-60.3% | $2,736-50.5% | $3,036-55.4% |
| Participant deferral / active EE | $1,852 | $4,163-55.5% | $4,003-53.7% | $5,087-63.6% |
| Admin fee / account holder | $14 | $102-86.5% | $3,993-99.7% | $269-94.9% |