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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,839 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,974 | $37,117+5.0% | $147,617-73.6% | $55,191-29.4% |
| Participation rate | 21.9% | 63.6%-41.7pp | 84.6%-62.8pp | 69.2%-47.3pp |
| Annual return | -0.14% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $893 | $1,985-55.0% | $4,895-81.8% | $3,046-70.7% |
| Admin fee / account holder | $35 | $86-59.3% | $11,612-99.7% | $91-61.7% |