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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,389 |
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).
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 | $12,300 | $33,780-63.6% | $74,549-83.5% | $75,289-83.7% |
| Participation rate | 24.4% | 62.7%-38.3pp | 69.1%-44.7pp | 72.4%-48.0pp |
| Annual return | 0.00% | -1.24%+1.2pp | 32.54%-32.5pp | -0.04%0pp |
| Employer contribution / active EE | $299 | $845-64.6% | $1,961-84.8% | $2,405-87.6% |
| Participant deferral / active EE | $1,106 | $1,890-41.5% | $3,108-64.4% | $3,739-70.4% |
| Admin fee / account holder | $61 | $86-29.3% | $5,059-98.8% | $102-40.3% |