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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,266 |
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 | $25,399 | $75,183-66.2% | $123,894-79.5% | $55,167-54.0% |
| Participation rate | 57.1% | 72.8%-15.7pp | 81.4%-24.3pp | 69.0%-11.8pp |
| Annual return | 18.51% | 19.01%-0.5pp | 47.52%-29.0pp | 169.23%-150.7pp |
| Employer contribution / active EE | $92 | $2,823-96.7% | $4,617-98.0% | $1,963-95.3% |
| Participant deferral / active EE | $6,404 | $5,084+25.9% | $5,984+7.0% | $3,054+109.7% |
| Admin fee / account holder | $96 | $663-85.6% | $8,357-98.9% | $504-81.0% |