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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,540 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,136 | $109,881+0.2% | $150,045-26.6% | $84,808+29.9% |
| Participation rate | 55.8% | 76.1%-20.3pp | 82.3%-26.5pp | 68.3%-12.5pp |
| Annual return | -10.86% | 28.25%-39.1pp | 62.55%-73.4pp | 40.90%-51.8pp |
| Employer contribution / active EE | $1 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $18,707 | $6,636+181.9% | $7,997+133.9% | $4,212+344.2% |
| Admin fee / account holder | $55 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |