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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,540 |
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.
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).
Form 5500 reported that benefits due were not provided when due.
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 | $65,993 | $60,165+9.7% | $74,184-11.0% | $55,167+19.6% |
| Participation rate | 59.6% | 74.2%-14.5pp | 76.6%-17.0pp | 69.0%-9.4pp |
| Annual return | 4.06% | 10.00%-5.9pp | 17.74%-13.7pp | 169.23%-165.2pp |
| Employer contribution / active EE | $338 | $1,600-78.9% | $2,370-85.7% | $1,963-82.8% |
| Participant deferral / active EE | $2,483 | $2,973-16.5% | $3,550-30.0% | $3,054-18.7% |
| Admin fee / account holder | $41 | $419-90.2% | $5,586-99.3% | $504-91.8% |