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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,876 |
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).
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 | $72,435 | $35,485+104.1% | $74,551-2.8% | $55,725+30.0% |
| Participation rate | 23.6% | 62.5%-39.0pp | 69.1%-45.6pp | 70.9%-47.3pp |
| Annual return | -7.60% | 0.72%-8.3pp | 32.53%-40.1pp | 244.93%-252.5pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,394 | $2,181-36.1% | $3,108-55.2% | $3,356-58.5% |
| Admin fee / account holder | $41 | $114-64.6% | $5,059-99.2% | $115-64.8% |