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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,920 | $26,906+7.5% | $61,501-53.0% | $77,906-62.9% |
| Participation rate | 5.2% | 33.4%-28.3pp | 52.6%-47.4pp | 73.7%-68.5pp |
| Annual return | -19.08% | -14.46%-4.6pp | 339.04%-358.1pp | 12.16%-31.2pp |
| Employer contribution / active EE | $122 | $521-76.7% | $1,160-89.5% | $2,846-95.7% |
| Participant deferral / active EE | $224 | $1,180-81.0% | $2,125-89.4% | $4,805-95.3% |
| Admin fee / account holder | $86 | $117-26.8% | $2,132-96.0% | $133-35.4% |