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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,701 |
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.
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 | $97,426 | $71,534+36.2% | $98,462-1.1% | $71,529+36.2% |
| Participation rate | 67.0% | 72.7%-5.7pp | 75.2%-8.2pp | 67.9%-0.9pp |
| Annual return | 25.91% | 32.44%-6.5pp | 21.17%+4.7pp | 28.97%-3.1pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $11,520 | $4,109+180.4% | $4,738+143.1% | $4,291+168.4% |
| Admin fee / account holder | $29 | $1,677-98.2% | $8,875-99.7% | $1,588-98.2% |