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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $17,232 | $39,819-56.7% | $67,834-74.6% | $57,658-70.1% |
| Participation rate | 68.5% | 61.2%+7.3pp | 68.8%-0.3pp | 70.2%-1.7pp |
| Annual return | 5.23% | 9.19%-4.0pp | 138.47%-133.2pp | 5.13%+0.1pp |
| Employer contribution / active EE | $348 | $1,277-72.7% | $2,403-85.5% | $1,974-82.4% |
| Participant deferral / active EE | $1,284 | $2,209-41.9% | $3,160-59.4% | $3,061-58.0% |
| Admin fee / account holder | $63 | $84-24.4% | $4,622-98.6% | $95-33.1% |