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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $781 |
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.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,690 | $59,220+51.5% | $96,570-7.1% | $79,391+13.0% |
| Participation rate | 26.8% | 61.9%-35.1pp | 69.8%-43.0pp | 70.7%-43.9pp |
| Annual return | 11.18% | 27.08%-15.9pp | 37.79%-26.6pp | 116.88%-105.7pp |
| Employer contribution / active EE | $100 | $1,216-91.8% | $2,357-95.8% | $2,428-95.9% |
| Participant deferral / active EE | $2,023 | $2,948-31.4% | $3,849-47.4% | $4,046-50.0% |
| Admin fee / account holder | $11 | $659-98.3% | $6,182-99.8% | $627-98.2% |