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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 26-2824865 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Loan Processing | $821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,420 | $89,652-72.8% | $141,191-82.7% | $65,185-62.5% |
| Participation rate | 51.5% | 74.7%-23.2pp | 82.5%-31.0pp | 70.2%-18.7pp |
| Annual return | 42.29% | 32.79%+9.5pp | 71.41%-29.1pp | 29.38%+12.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,768 | $5,691+1.4% | $6,710-14.0% | $3,514+64.2% |
| Admin fee / account holder | $7 | $569-98.8% | $10,264-99.9% | $847-99.2% |