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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,251 |
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).
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 | $34,820 | $69,159-49.7% | $125,192-72.2% | $67,579-48.5% |
| Participation rate | 65.8% | 78.2%-12.4pp | 79.8%-14.0pp | 71.3%-5.5pp |
| Annual return | 22.28% | 27.12%-4.8pp | 43.79%-21.5pp | 378.56%-356.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,866-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,628 | $3,700-29.0% | $4,937-46.8% | $3,539-25.8% |
| Admin fee / account holder | $40 | $142-71.7% | $9,704-99.6% | $142-71.8% |