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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,613 |
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 | $45,789 | $82,163-44.3% | $125,381-63.5% | $64,819-29.4% |
| Participation rate | 64.6% | 77.9%-13.3pp | 82.4%-17.8pp | 71.5%-6.9pp |
| Annual return | 0.45% | 3.49%-3.0pp | 572.31%-571.9pp | 32.84%-32.4pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $8,902 | $7,175+24.1% | $7,448+19.5% | $4,311+106.5% |
| Admin fee / account holder | $20 | $163-87.8% | $10,007-99.8% | $188-89.4% |