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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,296 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,005 | $69,511-38.1% | $94,664-54.6% | $71,511-39.9% |
| Participation rate | 62.4% | 78.4%-16.0pp | 80.8%-18.4pp | 67.9%-5.5pp |
| Annual return | 22.32% | 29.67%-7.3pp | 156.84%-134.5pp | 28.86%-6.5pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $7,965 | $7,348+8.4% | $7,417+7.4% | $4,291+85.6% |
| Admin fee / account holder | $128 | $1,211-89.4% | $7,222-98.2% | $1,588-91.9% |