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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
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 | $77,156 | $74,089+4.1% | $133,979-42.4% | $55,167+39.9% |
| Participation rate | 56.8% | 84.3%-27.5pp | 87.1%-30.3pp | 69.0%-12.2pp |
| Annual return | 10.38% | 12.11%-1.7pp | 29.30%-18.9pp | 169.23%-158.9pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,392 | $4,678+79.4% | $6,282+33.6% | $3,054+174.8% |
| Admin fee / account holder | $3 | $458-99.4% | $9,324-100.0% | $504-99.5% |