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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,405 |
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 | $36,640 | $69,231-47.1% | $91,994-60.2% | $67,579-45.8% |
| Participation rate | 69.2% | 78.9%-9.7pp | 78.6%-9.4pp | 71.3%-2.0pp |
| Annual return | 35.52% | 32.03%+3.5pp | 69.03%-33.5pp | 378.56%-343.0pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,452-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $9,281 | $5,854+58.6% | $5,923+56.7% | $3,539+162.2% |
| Admin fee / account holder | $19 | $107-82.4% | $7,743-99.8% | $142-86.7% |