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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $594 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,504 | $86,692+32.1% | $119,634-4.3% | $66,949+71.0% |
| Participation rate | 33.6% | 75.6%-41.9pp | 79.3%-45.6pp | 69.8%-36.2pp |
| Annual return | -18.53% | -8.00%-10.5pp | -14.98%-3.5pp | 1.57%-20.1pp |
| Employer contribution / active EE | $794 | $2,536-68.7% | $4,232-81.2% | $2,545-68.8% |
| Participant deferral / active EE | $1,503 | $4,360-65.5% | $5,601-73.2% | $4,239-64.5% |
| Admin fee / account holder | $6 | $755-99.3% | $10,329-99.9% | $594-99.0% |