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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,488 |
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 | $63,692 | $49,138+29.6% | $84,023-24.2% | $65,186-2.3% |
| Participation rate | 23.5% | 60.7%-37.3pp | 69.0%-45.6pp | 70.2%-46.7pp |
| Annual return | 23.38% | 23.00%+0.4pp | 71.32%-47.9pp | 29.39%-6.0pp |
| Employer contribution / active EE | $8 | $914-99.2% | $1,984-99.6% | $2,177-99.6% |
| Participant deferral / active EE | $1,195 | $2,397-50.1% | $3,239-63.1% | $3,514-66.0% |
| Admin fee / account holder | $21 | $543-96.1% | $6,102-99.7% | $847-97.5% |