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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,320 | $47,078+11.1% | $100,671-48.0% | $55,191-5.2% |
| Participation rate | 44.1% | 58.0%-14.0pp | 70.7%-26.7pp | 69.2%-25.1pp |
| Annual return | 7.92% | 0.65%+7.3pp | 20.43%-12.5pp | 10.78%-2.9pp |
| Employer contribution / active EE | $565 | $1,065-46.9% | $4,012-85.9% | $1,899-70.2% |
| Participant deferral / active EE | $2,404 | $2,038+17.9% | $3,144-23.5% | $3,046-21.1% |
| Admin fee / account holder | $38 | $153-75.0% | $4,850-99.2% | $91-57.8% |