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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,253 |
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).
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 | $19,834 | $51,288-61.3% | $81,991-75.8% | $73,412-73.0% |
| Participation rate | 60.3% | 64.0%-3.7pp | 69.3%-9.0pp | 72.2%-11.9pp |
| Annual return | 12.75% | 29.48%-16.7pp | 41.31%-28.6pp | 59.30%-46.5pp |
| Employer contribution / active EE | $461 | $1,487-69.0% | $2,498-81.6% | $2,234-79.4% |
| Participant deferral / active EE | $1,036 | $2,715-61.8% | $3,722-72.2% | $3,806-72.8% |
| Admin fee / account holder | $12 | $125-90.4% | $5,665-99.8% | $158-92.4% |