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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,992 |
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).
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 | $18,145 | $122,219-85.2% | $147,096-87.7% | $199,921-90.9% |
| Participation rate | 60.8% | 78.3%-17.5pp | 82.2%-21.4pp | 72.0%-11.2pp |
| Annual return | 60.27% | 30.59%+29.7pp | 419.75%-359.5pp | 34.28%+26.0pp |
| Employer contribution / active EE | $1,164 | $4,096-71.6% | $4,936-76.4% | $3,035-61.7% |
| Participant deferral / active EE | $5,227 | $8,503-38.5% | $8,071-35.2% | $5,089+2.7% |
| Admin fee / account holder | $25 | $179-85.9% | $13,005-99.8% | $269-90.6% |