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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,053 | $72,639-2.2% | $90,766-21.7% | $66,949+6.1% |
| Participation rate | 66.1% | 73.7%-7.6pp | 75.7%-9.6pp | 69.8%-3.7pp |
| Annual return | -20.19% | -12.28%-7.9pp | -12.16%-8.0pp | 1.57%-21.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $13,121 | $3,979+229.8% | $4,565+187.4% | $4,239+209.5% |
| Admin fee / account holder | $12 | $708-98.3% | $8,446-99.9% | $594-98.0% |