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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,721 | $72,448-61.7% | $118,746-76.7% | $69,631-60.2% |
| Participation rate | 68.2% | 79.7%-11.4pp | 78.3%-10.1pp | 70.7%-2.5pp |
| Annual return | 17.06% | 19.06%-2.0pp | 24.54%-7.5pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $2,006 | $3,771-46.8% | $4,193-52.2% | $2,032-1.3% |
| Participant deferral / active EE | $3,122 | $4,943-36.8% | $5,332-41.4% | $3,224-3.2% |
| Admin fee / account holder | $101 | $99+2.2% | $10,720-99.1% | $110-8.6% |