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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
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 | $83,581 | $64,286+30.0% | $106,387-21.4% | $55,725+50.0% |
| Participation rate | 22.6% | 75.2%-52.6pp | 77.5%-54.8pp | 70.9%-48.2pp |
| Annual return | -4.01% | 0.84%-4.9pp | 0.25%-4.3pp | 244.93%-248.9pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $3,520-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,013 | $4,158-51.6% | $5,421-62.9% | $3,356-40.0% |
| Admin fee / account holder | $6 | $102-94.4% | $7,510-99.9% | $115-95.0% |