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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,895 |
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 | $33,717 | $72,658-53.6% | $127,803-73.6% | $67,582-50.1% |
| Participation rate | 60.8% | 80.0%-19.1pp | 79.0%-18.2pp | 71.3%-10.4pp |
| Annual return | 21.68% | 26.49%-4.8pp | 26.14%-4.5pp | 378.57%-356.9pp |
| Employer contribution / active EE | $1,680 | $3,988-57.9% | $4,576-63.3% | $2,148-21.8% |
| Participant deferral / active EE | $3,365 | $5,383-37.5% | $6,023-44.1% | $3,539-4.9% |
| Admin fee / account holder | $130 | $127+2.3% | $9,399-98.6% | $142-8.7% |