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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,886 | $80,177-41.5% | $123,894-62.2% | $57,658-18.7% |
| Participation rate | 44.7% | 74.4%-29.7pp | 81.4%-36.7pp | 70.2%-25.5pp |
| Annual return | 30.95% | 17.90%+13.0pp | 47.52%-16.6pp | 5.13%+25.8pp |
| Employer contribution / active EE | $2,182 | $2,913-25.1% | $4,617-52.7% | $1,974+10.6% |
| Participant deferral / active EE | $4,098 | $5,130-20.1% | $5,984-31.5% | $3,061+33.9% |
| Admin fee / account holder | $3 | $106-97.1% | $8,357-100.0% | $95-96.8% |