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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,109 |
Service code 27 · EIN 90-0138117 | Advisory (Plan) | $10,055 |
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 | $31,551 | $50,860-38.0% | $155,574-79.7% | $77,714-59.4% |
| Participation rate | 56.9% | 63.1%-6.2pp | 78.2%-21.3pp | 70.6%-13.6pp |
| Annual return | 14.14% | 34.86%-20.7pp | 64.87%-50.7pp | 31.26%-17.1pp |
| Employer contribution / active EE | $1,457 | $1,991-26.8% | $4,676-68.8% | $2,727-46.6% |
| Participant deferral / active EE | $3,323 | $2,825+17.6% | $5,629-41.0% | $4,649-28.5% |
| Admin fee / account holder | $216 | $436-50.4% | $15,914-98.6% | $433-50.1% |