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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $27,834 | $87,016-68.0% | $63,244-56.0% | $125,389-77.8% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.0%-21.0pp | 83.2%-33.2pp |
| Annual return | 0.74% | 21.71%-21.0pp | -70.31%+71.0pp | 282.24%-281.5pp |
| Employer contribution / active EE | $3,440 | $3,601-4.5% | $2,322+48.1% | $4,866-29.3% |
| Participant deferral / active EE | $7,685 | $3,939+95.1% | $2,953+160.2% | $5,352+43.6% |
| Admin fee / account holder | $13 | $11,954-99.9% | $5,893-99.8% | $9,541-99.9% |