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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $213 |
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 | $28,195 | $62,543-54.9% | $83,322-66.2% | $55,725-49.4% |
| Participation rate | 62.9% | 78.4%-15.5pp | 77.8%-14.9pp | 70.9%-8.0pp |
| Annual return | 0.00% | 14.85%-14.9pp | 10.64%-10.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $2,427-100.0% | $3,379-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,059 | $5,682+41.8% | $5,565+44.8% | $3,356+140.2% |
| Admin fee / account holder | $4 | $103-96.2% | $7,540-99.9% | $115-96.6% |