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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,048 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,994 | $79,089+13.8% | $100,392-10.4% | $74,459+20.9% |
| Participation rate | 55.7% | 79.4%-23.8pp | 81.5%-25.8pp | 67.2%-11.5pp |
| Annual return | 15.35% | 20.61%-5.3pp | 49.45%-34.1pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,953 | $7,747-36.1% | $8,090-38.8% | $4,350+13.9% |
| Admin fee / account holder | $86 | $1,336-93.5% | $7,904-98.9% | $1,945-95.6% |