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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $85,780 | $55,453+54.7% | $170,439-49.7% | $62,293+37.7% |
| Participation rate | 36.0% | 66.4%-30.3pp | 83.6%-47.6pp | 69.5%-33.5pp |
| Annual return | 23.80% | 21.38%+2.4pp | 205.94%-182.1pp | 28.90%-5.1pp |
| Employer contribution / active EE | $1,011 | $2,164-53.3% | $5,433-81.4% | $2,042-50.5% |
| Participant deferral / active EE | $2,636 | $2,303+14.5% | $4,939-46.6% | $3,169-16.8% |
| Admin fee / account holder | $11 | $455-97.7% | $13,881-99.9% | $479-97.8% |