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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,930 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,853 | $98,766-6.0% | $149,730-38.0% | $79,852+16.3% |
| Participation rate | 66.3% | 75.8%-9.5pp | 82.5%-16.2pp | 69.6%-3.3pp |
| Annual return | 12.80% | 27.43%-14.6pp | 276.70%-263.9pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,498 | $5,681+120.0% | $6,843+82.6% | $3,740+234.1% |
| Admin fee / account holder | $158 | $6,052-97.4% | $9,310-98.3% | $5,306-97.0% |