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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,056 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,960 | $29,554-5.4% | $56,054-50.1% | $77,692-64.0% |
| Participation rate | 15.8% | 32.6%-16.8pp | 52.5%-36.7pp | 70.6%-54.8pp |
| Annual return | 13.11% | 18.89%-5.8pp | 1705.95%-1692.8pp | 31.25%-18.1pp |
| Employer contribution / active EE | $34 | $568-94.0% | $1,039-96.7% | $2,726-98.7% |
| Participant deferral / active EE | $422 | $1,061-60.2% | $1,952-78.4% | $4,648-90.9% |
| Admin fee / account holder | $143 | $1,046-86.4% | $2,822-94.9% | $431-66.9% |