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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,396 |
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 | $66,052 | $80,177-17.6% | $123,894-46.7% | $57,658+14.6% |
| Participation rate | 59.9% | 74.4%-14.6pp | 81.4%-21.5pp | 70.2%-10.4pp |
| Annual return | 18.99% | 17.90%+1.1pp | 47.52%-28.5pp | 5.13%+13.9pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $10,043 | $5,130+95.8% | $5,984+67.8% | $3,061+228.2% |
| Admin fee / account holder | $19 | $106-82.6% | $8,357-99.8% | $95-80.4% |