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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,138 |
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 | $21,691 | $52,293-58.5% | $178,499-87.8% | $73,412-70.5% |
| Participation rate | 44.4% | 65.3%-20.9pp | 81.9%-37.5pp | 72.2%-27.7pp |
| Annual return | 23.97% | 34.75%-10.8pp | 151.10%-127.1pp | 59.30%-35.3pp |
| Employer contribution / active EE | $337 | $1,735-80.6% | $5,011-93.3% | $2,234-84.9% |
| Participant deferral / active EE | $2,253 | $2,332-3.4% | $5,202-56.7% | $3,806-40.8% |
| Admin fee / account holder | $6 | $127-95.5% | $13,986-100.0% | $158-96.4% |