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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,900 |
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 | $29,709 | $80,753-63.2% | $136,298-78.2% | $62,293-52.3% |
| Participation rate | 49.2% | 73.5%-24.3pp | 81.9%-32.7pp | 69.5%-20.3pp |
| Annual return | 19.58% | 35.83%-16.3pp | 5156.27%-5136.7pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,738 | $2,884-39.7% | $4,696-63.0% | $2,042-14.9% |
| Participant deferral / active EE | $3,534 | $5,164-31.6% | $6,247-43.4% | $3,169+11.5% |
| Admin fee / account holder | $65 | $525-87.7% | $9,244-99.3% | $479-86.5% |