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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,504 |
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).
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 | $35,817 | $64,286-44.3% | $90,970-60.6% | $73,412-51.2% |
| Participation rate | 49.2% | 63.6%-14.3pp | 69.0%-19.8pp | 72.2%-22.9pp |
| Annual return | 12.31% | 21.46%-9.2pp | 134.60%-122.3pp | 59.30%-47.0pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,434 | $2,453-41.5% | $3,373-57.5% | $3,806-62.3% |
| Admin fee / account holder | $22 | $287-92.3% | $5,961-99.6% | $158-86.1% |