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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,338 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,586 | $42,396-11.3% | $67,313-44.2% | $56,287-33.2% |
| Participation rate | 30.8% | 61.0%-30.2pp | 69.1%-38.3pp | 69.9%-39.0pp |
| Annual return | -4.42% | -36.63%+32.2pp | -4.08%-0.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $179 | $1,414-87.3% | $2,566-93.0% | $2,111-91.5% |
| Participant deferral / active EE | $1,250 | $2,360-47.0% | $3,568-65.0% | $3,350-62.7% |
| Admin fee / account holder | $54 | $510-89.4% | $4,507-98.8% | $521-89.6% |