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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $87,970 | $65,376+34.6% | $87,104+1.0% | $65,185+35.0% |
| Participation rate | 59.8% | 75.3%-15.6pp | 76.9%-17.1pp | 70.2%-10.4pp |
| Annual return | 20.69% | 31.27%-10.6pp | 28.19%-7.5pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,576 | $1,822-13.5% | $2,521-37.5% | $2,177-27.6% |
| Participant deferral / active EE | $3,268 | $3,388-3.5% | $4,048-19.3% | $3,514-7.0% |
| Admin fee / account holder | $33 | $520-93.7% | $7,491-99.6% | $847-96.1% |