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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,845 | $45,123+59.2% | $85,240-15.7% | $74,478-3.5% |
| Participation rate | 64.6% | 49.4%+15.2pp | 67.5%-2.9pp | 67.2%-2.6pp |
| Annual return | 9.77% | 26.32%-16.6pp | 66.75%-57.0pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $797 | $1,459-45.3% | $2,735-70.9% | $2,626-69.6% |
| Participant deferral / active EE | $3,917 | $2,736+43.2% | $4,527-13.5% | $4,350-10.0% |
| Admin fee / account holder | $13 | $2,215-99.4% | $6,165-99.8% | $1,946-99.3% |