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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,771 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,876 | $65,437-81.9% | $86,698-86.3% | $66,949-82.3% |
| Participation rate | 39.5% | 75.5%-36.0pp | 76.6%-37.1pp | 69.8%-30.3pp |
| Annual return | -18.22% | -10.91%-7.3pp | 35.96%-54.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $965 | $2,154-55.2% | $2,837-66.0% | $2,545-62.1% |
| Participant deferral / active EE | $2,203 | $4,102-46.3% | $4,656-52.7% | $4,239-48.0% |
| Admin fee / account holder | $94 | $642-85.4% | $7,492-98.7% | $594-84.2% |