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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $194,374 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,002 | $60,396-53.6% | $83,830-66.6% | $75,289-62.8% |
| Participation rate | 61.3% | 80.7%-19.4pp | 76.1%-14.8pp | 72.4%-11.1pp |
| Annual return | -4.44% | 3.84%-8.3pp | 850.97%-855.4pp | -0.04%-4.4pp |
| Employer contribution / active EE | $2,746 | $3,343-17.9% | $3,631-24.4% | $2,405+14.2% |
| Participant deferral / active EE | $3,631 | $2,922+24.3% | $4,082-11.0% | $3,739-2.9% |
| Admin fee / account holder | $138 | $141-2.4% | $5,479-97.5% | $102+34.8% |