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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $103,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,835 | $73,034-59.1% | $76,872-61.2% | $80,157-62.8% |
| Participation rate | 29.8% | 78.1%-48.3pp | 69.6%-39.8pp | 72.9%-43.1pp |
| Annual return | 20.34% | 18.56%+1.8pp | 37.90%-17.6pp | 40.39%-20.1pp |
| Employer contribution / active EE | $889 | $2,779-68.0% | $2,533-64.9% | $2,977-70.2% |
| Participant deferral / active EE | $1,489 | $4,140-64.0% | $3,832-61.1% | $5,015-70.3% |
| Admin fee / account holder | $81 | $104-22.3% | $5,476-98.5% | $145-44.4% |