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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,568 | $47,977+51.3% | $154,108-52.9% | $56,289+28.9% |
| Participation rate | 61.7% | 66.2%-4.5pp | 83.0%-21.3pp | 69.9%-8.2pp |
| Annual return | -7.13% | 3.54%-10.7pp | 735.21%-742.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,397 | $2,392+42.0% | $5,081-33.1% | $3,350+1.4% |
| Admin fee / account holder | $17 | $438-96.2% | $13,411-99.9% | $521-96.8% |