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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,707 | $174,875-41.3% | $125,391-18.1% | - |
| Participation rate | 37.4% | 70.4%-33.0pp | 82.4%-45.0pp | - |
| Annual return | -21.34% | -12.92%-8.4pp | 572.41%-593.7pp | - |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,816-100.0% | - |
| Participant deferral / active EE | $4,570 | $6,354-28.1% | $7,448-38.6% | - |
| Admin fee / account holder | $14 | $56,366-100.0% | $10,009-99.9% | - |