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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,219 | $46,173-32.4% | $170,435-81.7% | $69,631-55.2% |
| Participation rate | 52.6% | 63.9%-11.3pp | 83.6%-31.0pp | 70.7%-18.1pp |
| Annual return | 39.29% | 21.62%+17.7pp | 205.94%-166.7pp | 27571.02%-27531.7pp |
| Employer contribution / active EE | $946 | $1,610-41.3% | $5,432-82.6% | $2,032-53.5% |
| Participant deferral / active EE | $4,316 | $2,080+107.5% | $4,939-12.6% | $3,224+33.9% |
| Admin fee / account holder | $44 | $116-62.0% | $13,881-99.7% | $110-60.1% |