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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,639 | $65,437-50.1% | $86,698-62.4% | $66,949-51.2% |
| Participation rate | 60.4% | 75.5%-15.1pp | 76.6%-16.2pp | 69.8%-9.4pp |
| Annual return | -13.86% | -10.91%-3.0pp | 35.96%-49.8pp | 1.57%-15.4pp |
| Employer contribution / active EE | $1,014 | $2,154-52.9% | $2,837-64.3% | $2,545-60.2% |
| Participant deferral / active EE | $2,567 | $4,102-37.4% | $4,656-44.9% | $4,239-39.4% |
| Admin fee / account holder | $18 | $642-97.2% | $7,492-99.8% | $594-97.0% |