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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,182 | $75,284-4.1% | $91,004-20.7% | $69,631+3.7% |
| Participation rate | 66.8% | 80.4%-13.6pp | 75.6%-8.8pp | 70.7%-3.9pp |
| Annual return | 16.65% | 48.40%-31.7pp | 4.60%+12.1pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,381 | $2,473-44.1% | $2,456-43.8% | $2,032-32.0% |
| Participant deferral / active EE | $2,177 | $3,700-41.1% | $3,548-38.6% | $3,224-32.5% |
| Admin fee / account holder | $31 | $111-71.8% | $5,417-99.4% | $110-71.8% |