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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 37 · EIN 23-1945930 | Loan Processing | $6,424 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,986 | $85,766-56.9% | $136,298-72.9% | $70,126-47.3% |
| Participation rate | 55.3% | 74.2%-18.8pp | 81.9%-26.6pp | 69.5%-14.2pp |
| Annual return | 25.47% | 31.46%-6.0pp | 5156.27%-5130.8pp | 73.15%-47.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,811 | $5,051-64.2% | $6,247-71.0% | $3,332-45.7% |
| Admin fee / account holder | $100 | $5,421-98.1% | $9,244-98.9% | $4,645-97.8% |