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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,480 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,979 | $48,744-46.7% | $93,696-72.3% | $199,960-87.0% |
| Participation rate | 18.1% | 63.7%-45.6pp | 68.7%-50.6pp | 72.0%-53.9pp |
| Annual return | 17.69% | 15.36%+2.3pp | 133.74%-116.1pp | 34.28%-16.6pp |
| Employer contribution / active EE | $254 | $1,140-77.7% | $2,422-89.5% | $3,036-91.6% |
| Participant deferral / active EE | $1,214 | $2,825-57.0% | $4,417-72.5% | $5,087-76.1% |
| Admin fee / account holder | $125 | $195-35.8% | $8,287-98.5% | $269-53.5% |