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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,540 |
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 | $24,576 | $37,196-33.9% | $154,108-84.1% | $55,725-55.9% |
| Participation rate | 63.6% | 64.1%-0.5pp | 83.0%-19.4pp | 70.9%-7.3pp |
| Annual return | 0.59% | 1319.68%-1319.1pp | 735.21%-734.6pp | 244.93%-244.3pp |
| Employer contribution / active EE | $1,108 | $1,614-31.4% | $5,298-79.1% | $2,078-46.7% |
| Participant deferral / active EE | $5,254 | $2,068+154.1% | $5,081+3.4% | $3,356+56.6% |
| Admin fee / account holder | $40 | $102-61.0% | $13,411-99.7% | $115-65.6% |