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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,652 |
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 | $76,230 | $71,666+6.4% | $117,861-35.3% | $69,631+9.5% |
| Participation rate | 38.2% | 77.5%-39.3pp | 79.7%-41.5pp | 70.7%-32.5pp |
| Annual return | 17.64% | 18.86%-1.2pp | 335.11%-317.5pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $779 | $1,889-58.8% | $3,786-79.4% | $2,032-61.7% |
| Participant deferral / active EE | $1,070 | $3,340-68.0% | $4,482-76.1% | $3,224-66.8% |
| Admin fee / account holder | $35 | $120-70.8% | $8,021-99.6% | $110-68.2% |