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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,673 |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,753 | $66,457-26.6% | $81,382-40.1% | $77,643-37.2% |
| Participation rate | 64.7% | 68.7%-4.1pp | 69.5%-4.8pp | 70.6%-5.9pp |
| Annual return | 10.61% | 15.93%-5.3pp | 24.73%-14.1pp | 31.24%-20.6pp |
| Employer contribution / active EE | $799 | $2,159-63.0% | $2,463-67.6% | $2,726-70.7% |
| Participant deferral / active EE | $878 | $3,679-76.1% | $3,883-77.4% | $4,647-81.1% |
| Admin fee / account holder | $101 | $583-82.6% | $5,768-98.2% | $430-76.5% |