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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,903 | $42,546+10.2% | $71,796-34.7% | $55,167-15.0% |
| Participation rate | 48.2% | 59.1%-10.9pp | 69.1%-20.9pp | 69.0%-20.8pp |
| Annual return | 7.38% | 12.36%-5.0pp | 78.04%-70.7pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,320 | $2,064-36.0% | $2,794-52.8% | $3,054-56.8% |
| Admin fee / account holder | $12 | $650-98.1% | $4,815-99.7% | $504-97.5% |