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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,294 | $48,576+28.2% | $169,452-63.2% | $56,287+10.7% |
| Participation rate | 64.4% | 65.8%-1.4pp | 77.8%-13.4pp | 69.9%-5.5pp |
| Annual return | -4.01% | -2.51%-1.5pp | 1.83%-5.8pp | -9.96%+6.0pp |
| Employer contribution / active EE | $954 | $1,559-38.8% | $4,157-77.1% | $2,111-54.8% |
| Participant deferral / active EE | $2,854 | $3,275-12.9% | $5,277-45.9% | $3,350-14.8% |
| Admin fee / account holder | $10 | $435-97.8% | $9,110-99.9% | $521-98.2% |