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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,541 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 23-2384840 | Advisory (Plan) | $5,952 |
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 | $53,502 | $46,173+15.9% | $170,435-68.6% | $69,631-23.2% |
| Participation rate | 31.9% | 63.9%-32.0pp | 83.6%-51.7pp | 70.7%-38.7pp |
| Annual return | 39.19% | 21.62%+17.6pp | 205.94%-166.7pp | 27571.02%-27531.8pp |
| Employer contribution / active EE | $174 | $1,610-89.2% | $5,432-96.8% | $2,032-91.4% |
| Participant deferral / active EE | $2,087 | $2,080+0.3% | $4,939-57.7% | $3,224-35.2% |
| Admin fee / account holder | $119 | $116+3.0% | $13,881-99.1% | $110+8.1% |