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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $101,187 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,309 | $45,000-61.5% | $143,788-88.0% | $77,906-77.8% |
| Participation rate | 68.4% | 66.8%+1.6pp | 80.3%-11.9pp | 73.7%-5.3pp |
| Annual return | -14.30% | 29.03%-43.3pp | -0.03%-14.3pp | 12.16%-26.5pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $2,613 | $3,157-17.2% | $5,638-53.7% | $4,805-45.6% |
| Admin fee / account holder | $82 | $98-16.8% | $14,675-99.4% | $133-38.2% |