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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 | $101,672-41.8% | $147,117-59.8% | $74,478-20.5% |
| Participation rate | 59.5% | 75.5%-16.0pp | 82.2%-22.7pp | 67.2%-7.7pp |
| Annual return | 20.26% | 8757.83%-8737.6pp | 420.54%-400.3pp | 1370.56%-1350.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,631 | $7,305+45.5% | $8,065+31.8% | $4,350+144.4% |
| Admin fee / account holder | $37 | $1,753-97.9% | $12,993-99.7% | $1,946-98.1% |