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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,100 |
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.
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 | $22,040 | $45,283-51.3% | $155,789-85.9% | $52,331-57.9% |
| Participation rate | 50.9% | 62.2%-11.3pp | 76.1%-25.2pp | 68.1%-17.2pp |
| Annual return | -0.78% | 1.80%-2.6pp | 71.54%-72.3pp | 4.54%-5.3pp |
| Employer contribution / active EE | $241 | $1,329-81.9% | $3,839-93.7% | $1,882-87.2% |
| Participant deferral / active EE | $1,015 | $2,854-64.4% | $4,798-78.8% | $3,022-66.4% |
| Admin fee / account holder | $36 | $981-96.4% | $7,477-99.5% | $592-94.0% |