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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,388 | $39,113-60.7% | $69,779-77.9% | - |
| Participation rate | 56.2% | 63.4%-7.2pp | 71.8%-15.6pp | - |
| Annual return | 16.05% | 6.60%+9.5pp | 12.99%+3.1pp | - |
| Employer contribution / active EE | $0 | $1,196-100.0% | $2,338-100.0% | - |
| Participant deferral / active EE | $1,506 | $2,061-26.9% | $2,931-48.6% | - |
| Admin fee / account holder | $4 | $1,598-99.8% | $4,381-99.9% | - |