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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,766 |
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).
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 | $33,682 | $74,024-54.5% | $78,002-56.8% | $57,658-41.6% |
| Participation rate | 61.1% | 79.7%-18.6pp | 75.5%-14.4pp | 70.2%-9.1pp |
| Annual return | 4.03% | 12.14%-8.1pp | 425.99%-422.0pp | 5.13%-1.1pp |
| Employer contribution / active EE | $612 | $2,365-74.1% | $2,470-75.2% | $1,974-69.0% |
| Participant deferral / active EE | $1,160 | $3,533-67.2% | $3,497-66.8% | $3,061-62.1% |
| Admin fee / account holder | $65 | $93-30.7% | $5,481-98.8% | $95-31.7% |