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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,463 |
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 | $112,071 | $66,302+69.0% | $110,241+1.7% | $56,287+99.1% |
| Participation rate | 59.3% | 74.9%-15.6pp | 79.8%-20.5pp | 69.9%-10.6pp |
| Annual return | -9.28% | -1.18%-8.1pp | 314.75%-324.0pp | -9.96%+0.7pp |
| Employer contribution / active EE | $1,440 | $2,047-29.7% | $3,827-62.4% | $2,111-31.8% |
| Participant deferral / active EE | $5,163 | $3,381+52.7% | $4,672+10.5% | $3,350+54.1% |
| Admin fee / account holder | $13 | $698-98.1% | $8,548-99.8% | $521-97.5% |