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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $894 |
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).
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 | $31,463 | $155,795-79.8% | $136,298-76.9% | $69,631-54.8% |
| Participation rate | 69.0% | 75.2%-6.3pp | 81.9%-13.0pp | 70.7%-1.7pp |
| Annual return | 30.99% | 232464.33%-232433.3pp | 5156.27%-5125.3pp | 27571.02%-27540.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $8,117 | $5,394+50.5% | $6,247+29.9% | $3,224+151.8% |
| Admin fee / account holder | $4 | $128-96.6% | $9,244-100.0% | $110-96.0% |