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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,941 | $63,924+53.2% | $108,582-9.8% | $55,167+77.5% |
| Participation rate | 59.0% | 74.3%-15.4pp | 79.6%-20.6pp | 69.0%-10.0pp |
| Annual return | 5.10% | 15.31%-10.2pp | -51.70%+56.8pp | 169.23%-164.1pp |
| Employer contribution / active EE | $1,250 | $1,879-33.5% | $3,758-66.7% | $1,963-36.3% |
| Participant deferral / active EE | $4,345 | $3,067+41.7% | $4,311+0.8% | $3,054+42.3% |
| Admin fee / account holder | $7 | $618-98.9% | $7,645-99.9% | $504-98.6% |