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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,063 |
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 | $17,874 | $62,928-71.6% | $172,752-89.7% | $67,579-73.6% |
| Participation rate | 37.5% | 64.5%-27.0pp | 82.6%-45.1pp | 71.3%-33.8pp |
| Annual return | 43.62% | 30.36%+13.3pp | 802.97%-759.4pp | 378.56%-334.9pp |
| Employer contribution / active EE | $233 | $1,636-85.8% | $5,144-95.5% | $2,148-89.2% |
| Participant deferral / active EE | $1,858 | $2,145-13.4% | $5,198-64.2% | $3,539-47.5% |
| Admin fee / account holder | $7 | $167-96.0% | $13,955-100.0% | $142-95.4% |