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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $763 |
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.
Annual investment return 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 | $79,915 | $84,499-5.4% | $125,391-36.3% | $66,949+19.4% |
| Participation rate | 47.4% | 76.4%-29.0pp | 82.4%-35.0pp | 69.8%-22.4pp |
| Annual return | -18.72% | -8.49%-10.2pp | 572.41%-591.1pp | 1.57%-20.3pp |
| Employer contribution / active EE | $827 | $3,554-76.7% | $4,816-82.8% | $2,545-67.5% |
| Participant deferral / active EE | $3,613 | $6,785-46.7% | $7,448-51.5% | $4,239-14.8% |
| Admin fee / account holder | $11 | $685-98.3% | $10,009-99.9% | $594-98.1% |