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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,312 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,066 | $72,303-23.8% | $86,698-36.5% | $64,824-15.1% |
| Participation rate | 34.7% | 80.4%-45.7pp | 76.6%-41.9pp | 71.5%-36.7pp |
| Annual return | -17.32% | 392.77%-410.1pp | 35.96%-53.3pp | 32.84%-50.2pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,624 | $4,660-43.7% | $4,656-43.7% | $4,311-39.1% |
| Admin fee / account holder | $12 | $174-93.4% | $7,492-99.8% | $188-93.9% |