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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,069 |
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 | $142,405 | $88,324+61.2% | $115,038+23.8% | $55,191+158.0% |
| Participation rate | 50.3% | 72.5%-22.3pp | 81.4%-31.1pp | 69.2%-18.9pp |
| Annual return | 3.33% | 6.30%-3.0pp | 26.14%-22.8pp | 10.78%-7.4pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,199 | $5,042+22.9% | $6,026+2.9% | $3,046+103.5% |
| Admin fee / account holder | -$4 | $105-103.6% | $8,175-100.0% | $91-104.2% |