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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,913 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,132 | $46,332-52.2% | $143,799-84.6% | $64,819-65.9% |
| Participation rate | 46.0% | 64.2%-18.3pp | 80.3%-34.3pp | 71.5%-25.5pp |
| Annual return | -3.30% | -10.05%+6.8pp | -0.04%-3.3pp | 32.84%-36.1pp |
| Employer contribution / active EE | $368 | $1,911-80.7% | $4,952-92.6% | $2,507-85.3% |
| Participant deferral / active EE | $2,033 | $2,647-23.2% | $5,638-63.9% | $4,311-52.8% |
| Admin fee / account holder | $7 | $154-95.7% | $14,677-100.0% | $188-96.5% |