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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,138 |
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).
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 | $65,522 | $56,640+15.7% | $80,977-19.1% | $57,658+13.6% |
| Participation rate | 35.0% | 75.9%-40.8pp | 75.8%-40.8pp | 70.2%-35.2pp |
| Annual return | 6.17% | 19.97%-13.8pp | 17.11%-10.9pp | 5.13%+1.0pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,715-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,313 | $4,944-33.0% | $5,696-41.8% | $3,061+8.2% |
| Admin fee / account holder | $7 | $87-91.5% | $5,517-99.9% | $95-92.2% |