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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,486 |
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 | $39,652 | $99,957-60.3% | $149,730-73.5% | $73,493-46.0% |
| Participation rate | 64.9% | 75.7%-10.8pp | 82.5%-17.6pp | 70.7%-5.8pp |
| Annual return | 52.92% | 53.87%-1.0pp | 276.70%-223.8pp | 28.51%+24.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,156 | $6,073+50.8% | $6,843+33.8% | $3,740+144.8% |
| Admin fee / account holder | $37 | $551-93.3% | $9,310-99.6% | $513-92.8% |