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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $22,272 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,996 | $70,418-46.0% | $96,570-60.7% | $85,847-55.7% |
| Participation rate | 40.5% | 61.8%-21.3pp | 69.8%-29.3pp | 69.3%-28.8pp |
| Annual return | 9.77% | 18.59%-8.8pp | 37.79%-28.0pp | 318.61%-308.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,976 | $2,894-31.7% | $3,849-48.7% | $3,952-50.0% |
| Admin fee / account holder | $0 | $4,995-100.0% | $6,182-100.0% | $6,261-100.0% |