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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,922 | $27,330+31.4% | $67,704-46.9% | $55,191-34.9% |
| Participation rate | 54.8% | 47.5%+7.2pp | 67.5%-12.7pp | 69.2%-14.4pp |
| Annual return | 1.20% | 8.81%-7.6pp | 25.41%-24.2pp | 10.78%-9.6pp |
| Employer contribution / active EE | $3 | $855-99.6% | $2,559-99.9% | $1,899-99.8% |
| Participant deferral / active EE | $1,719 | $1,709+0.6% | $3,585-52.1% | $3,046-43.6% |
| Admin fee / account holder | $12 | $109-88.8% | $4,255-99.7% | $91-86.5% |