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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,930 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,528 | $88,122-52.9% | $141,191-70.6% | $67,579-38.5% |
| Participation rate | 62.4% | 76.5%-14.0pp | 82.5%-20.0pp | 71.3%-8.8pp |
| Annual return | 30.17% | 75.40%-45.2pp | 71.41%-41.2pp | 378.56%-348.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $16,561 | $5,958+178.0% | $6,710+146.8% | $3,539+367.9% |
| Admin fee / account holder | $51 | $131-61.4% | $10,264-99.5% | $142-64.5% |