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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,310 | $54,320-64.5% | $67,652-71.5% | $52,331-63.1% |
| Participation rate | 54.1% | 73.6%-19.5pp | 75.7%-21.5pp | 68.1%-14.0pp |
| Annual return | -1.02% | 6.81%-7.8pp | 6625.40%-6626.4pp | 4.54%-5.6pp |
| Employer contribution / active EE | $461 | $1,544-70.2% | $2,266-79.7% | $1,882-75.5% |
| Participant deferral / active EE | $2,187 | $2,950-25.9% | $3,560-38.5% | $3,022-27.6% |
| Admin fee / account holder | $77 | $527-85.3% | $4,821-98.4% | $592-86.9% |