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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,727 |
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 | $31,694 | $47,456-33.2% | $172,752-81.7% | $77,775-59.2% |
| Participation rate | 68.9% | 66.3%+2.6pp | 82.6%-13.7pp | 73.2%-4.3pp |
| Annual return | 51.13% | 35.57%+15.6pp | 802.97%-751.8pp | 32.58%+18.6pp |
| Employer contribution / active EE | $1,188 | $1,574-24.6% | $5,144-76.9% | $2,504-52.6% |
| Participant deferral / active EE | $5,748 | $2,560+124.6% | $5,198+10.6% | $3,966+44.9% |
| Admin fee / account holder | $28 | $81-65.2% | $13,955-99.8% | $100-71.9% |