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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,946 |
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).
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 | $42,615 | $46,173-7.7% | $170,435-75.0% | $69,631-38.8% |
| Participation rate | 22.4% | 63.9%-41.5pp | 83.6%-61.1pp | 70.7%-48.2pp |
| Annual return | 18.21% | 21.62%-3.4pp | 205.94%-187.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $25 | $1,610-98.5% | $5,432-99.5% | $2,032-98.8% |
| Participant deferral / active EE | $885 | $2,080-57.4% | $4,939-82.1% | $3,224-72.5% |
| Admin fee / account holder | $37 | $116-67.8% | $13,881-99.7% | $110-66.1% |