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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,764 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,498 | $83,090-64.5% | $130,062-77.3% | $71,529-58.8% |
| Participation rate | 62.0% | 74.1%-12.1pp | 78.5%-16.5pp | 67.9%-5.9pp |
| Annual return | 23.01% | 20.61%+2.4pp | -137.37%+160.4pp | 28.97%-6.0pp |
| Employer contribution / active EE | $1,367 | $2,624-47.9% | $4,322-68.4% | $2,590-47.2% |
| Participant deferral / active EE | $1,939 | $4,436-56.3% | $5,821-66.7% | $4,291-54.8% |
| Admin fee / account holder | $103 | $1,727-94.0% | $10,601-99.0% | $1,588-93.5% |