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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,203 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,160 | $44,989-93.0% | $170,435-98.1% | $77,958-95.9% |
| Participation rate | 69.4% | 64.6%+4.8pp | 83.6%-14.2pp | 71.6%-2.2pp |
| Annual return | 25.53% | 19.61%+5.9pp | 205.94%-180.4pp | 20.87%+4.7pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $989 | $2,208-55.2% | $4,939-80.0% | $3,537-72.0% |
| Admin fee / account holder | $6 | $69-90.7% | $13,881-100.0% | $97-93.4% |