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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,698 | $91,394-59.8% | $130,026-71.8% | $74,440-50.7% |
| Participation rate | 46.9% | 77.8%-30.9pp | 78.5%-31.6pp | 70.7%-23.8pp |
| Annual return | 23.59% | 23.20%+0.4pp | -137.26%+160.9pp | 34.37%-10.8pp |
| Employer contribution / active EE | $1,965 | $2,565-23.4% | $4,321-54.5% | $2,638-25.5% |
| Participant deferral / active EE | $3,929 | $4,721-16.8% | $5,821-32.5% | $4,529-13.2% |
| Admin fee / account holder | $39 | $284-86.1% | $10,608-99.6% | $348-88.7% |