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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,198 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $7,769 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,878 | $56,152-69.9% | $185,835-90.9% | $73,412-77.0% |
| Participation rate | 35.8% | 67.6%-31.8pp | 78.0%-42.3pp | 72.2%-36.4pp |
| Annual return | 28.90% | 17.59%+11.3pp | 35.96%-7.1pp | 59.30%-30.4pp |
| Employer contribution / active EE | $238 | $1,532-84.5% | $4,087-94.2% | $2,234-89.4% |
| Participant deferral / active EE | $1,489 | $3,659-59.3% | $5,633-73.6% | $3,806-60.9% |
| Admin fee / account holder | $107 | $132-19.2% | $9,502-98.9% | $158-32.5% |