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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,981 |
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).
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 | $69,025 | $46,732+47.7% | $156,551-55.9% | $55,167+25.1% |
| Participation rate | 57.8% | 65.8%-8.0pp | 84.0%-26.2pp | 69.0%-11.2pp |
| Annual return | 7.35% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $18 | $2,105-99.2% | $5,501-99.7% | $1,963-99.1% |
| Participant deferral / active EE | $2,970 | $2,204+34.7% | $4,871-39.0% | $3,054-2.8% |
| Admin fee / account holder | $20 | $418-95.2% | $13,028-99.8% | $504-96.0% |