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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,591 |
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 | $26,614 | $81,504-67.3% | $102,437-74.0% | $80,959-67.1% |
| Participation rate | 54.5% | 66.9%-12.3pp | 74.5%-20.0pp | 67.7%-13.1pp |
| Annual return | 12.38% | 25.60%-13.2pp | 24.95%-12.6pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,640 | $3,871-57.6% | $5,060-67.6% | $4,300-61.9% |
| Admin fee / account holder | $29 | $6,719-99.6% | $8,388-99.7% | $6,925-99.6% |