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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,837 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $55,520 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,090 | $89,808-20.8% | $100,383-29.2% | $77,671-8.5% |
| Participation rate | 63.1% | 81.2%-18.1pp | 81.5%-18.4pp | 70.6%-7.5pp |
| Annual return | 18.49% | 20.62%-2.1pp | 49.26%-30.8pp | 31.21%-12.7pp |
| Employer contribution / active EE | $1,270 | $3,039-58.2% | $3,944-67.8% | $2,726-53.4% |
| Participant deferral / active EE | $7,823 | $8,284-5.6% | $8,086-3.2% | $4,648+68.3% |
| Admin fee / account holder | $169 | $174-2.8% | $7,900-97.9% | $430-60.6% |