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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,499 | $86,332-69.3% | $125,180-78.8% | $65,185-59.3% |
| Participation rate | 50.0% | 75.3%-25.3pp | 79.8%-29.8pp | 70.2%-20.2pp |
| Annual return | 25.93% | 27.43%-1.5pp | 43.79%-17.9pp | 29.38%-3.5pp |
| Employer contribution / active EE | $819 | $2,040-59.9% | $3,866-78.8% | $2,177-62.4% |
| Participant deferral / active EE | $2,629 | $3,537-25.7% | $4,937-46.7% | $3,514-25.2% |
| Admin fee / account holder | $40 | $609-93.4% | $9,703-99.6% | $847-95.3% |