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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,888 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,182 | $101,591-41.7% | $147,096-59.8% | $74,429-20.5% |
| Participation rate | 59.5% | 75.5%-16.0pp | 82.2%-22.7pp | 67.2%-7.7pp |
| Annual return | 20.26% | 8746.45%-8726.2pp | 419.75%-399.5pp | 1368.38%-1348.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $10,631 | $7,302+45.6% | $8,071+31.7% | $4,348+144.5% |
| Admin fee / account holder | $37 | $1,750-97.9% | $13,005-99.7% | $1,944-98.1% |