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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,485 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,412 | $82,978+27.0% | $130,270-19.1% | $74,473+41.5% |
| Participation rate | 35.5% | 73.7%-38.1pp | 76.3%-40.7pp | 70.7%-35.2pp |
| Annual return | 35.57% | 123.05%-87.5pp | 38.89%-3.3pp | 34.36%+1.2pp |
| Employer contribution / active EE | $0 | $3,391-100.0% | $4,128-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,121 | $5,370-41.9% | $6,797-54.1% | $4,530-31.1% |
| Admin fee / account holder | $186 | $354-47.5% | $6,022-96.9% | $347-46.5% |