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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,313 |
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).
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 | $29,642 | $72,770-59.3% | $67,652-56.2% | $55,191-46.3% |
| Participation rate | 68.2% | 78.8%-10.6pp | 75.7%-7.5pp | 69.2%-1.0pp |
| Annual return | 0.51% | -3.26%+3.8pp | 6625.40%-6624.9pp | 10.78%-10.3pp |
| Employer contribution / active EE | $969 | $1,769-45.2% | $2,266-57.2% | $1,899-49.0% |
| Participant deferral / active EE | $1,360 | $3,408-60.1% | $3,560-61.8% | $3,046-55.4% |
| Admin fee / account holder | $24 | $79-69.0% | $4,821-99.5% | $91-73.1% |