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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50 |
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 | $70,287 | $99,201-29.1% | $96,544-27.2% | $74,473-5.6% |
| Participation rate | 36.8% | 80.7%-43.9pp | 76.0%-39.2pp | 70.7%-33.9pp |
| Annual return | 69.64% | 22.40%+47.2pp | 25.88%+43.8pp | 34.36%+35.3pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,966-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,858 | $4,938-42.1% | $4,851-41.1% | $4,530-36.9% |
| Admin fee / account holder | $0 | $225-99.9% | $8,254-100.0% | $347-99.9% |