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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,078 | $41,467+192.0% | $67,313+79.9% | $55,725+117.3% |
| Participation rate | 51.8% | 62.5%-10.7pp | 69.1%-17.3pp | 70.9%-19.1pp |
| Annual return | -7.25% | 0.82%-8.1pp | -4.08%-3.2pp | 244.93%-252.2pp |
| Employer contribution / active EE | $1,453 | $1,316+10.4% | $2,566-43.4% | $2,078-30.1% |
| Participant deferral / active EE | $3,162 | $2,399+31.8% | $3,568-11.4% | $3,356-5.8% |
| Admin fee / account holder | $15 | $102-85.2% | $4,507-99.7% | $115-86.9% |