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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $92,609 | $99,957-7.4% | $149,730-38.1% | $73,493+26.0% |
| Participation rate | 69.6% | 75.7%-6.1pp | 82.5%-12.8pp | 70.7%-1.0pp |
| Annual return | 38.20% | 53.87%-15.7pp | 276.70%-238.5pp | 28.51%+9.7pp |
| Employer contribution / active EE | $2,567 | $3,191-19.6% | $4,645-44.7% | $2,270+13.1% |
| Participant deferral / active EE | $5,380 | $6,073-11.4% | $6,843-21.4% | $3,740+43.9% |
| Admin fee / account holder | $21 | $551-96.1% | $9,310-99.8% | $513-95.8% |