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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $250 |
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 | $103,899 | $31,679+228.0% | $74,722+39.0% | $65,185+59.4% |
| Participation rate | 7.4% | 40.4%-33.0pp | 54.5%-47.1pp | 70.2%-62.8pp |
| Annual return | 21.14% | 39.04%-17.9pp | 753.11%-732.0pp | 29.38%-8.2pp |
| Employer contribution / active EE | $154 | $566-72.8% | $1,084-85.8% | $2,177-92.9% |
| Participant deferral / active EE | $241 | $1,191-79.8% | $1,963-87.7% | $3,514-93.2% |
| Admin fee / account holder | $10 | $379-97.3% | $3,335-99.7% | $847-98.8% |