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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,594 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,353 | $58,320-39.4% | $86,451-59.1% | $66,949-47.2% |
| Participation rate | 63.5% | 78.6%-15.1pp | 80.3%-16.8pp | 69.8%-6.3pp |
| Annual return | -19.37% | -9.71%-9.7pp | 4398.51%-4417.9pp | 1.57%-20.9pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,216 | $6,899+33.6% | $6,953+32.5% | $4,239+117.4% |
| Admin fee / account holder | $133 | $546-75.7% | $6,734-98.0% | $594-77.6% |