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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,125 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,112 | $72,639-40.6% | $90,766-52.5% | $66,949-35.6% |
| Participation rate | 45.3% | 73.7%-28.4pp | 75.7%-30.4pp | 69.8%-24.5pp |
| Annual return | -19.13% | -12.28%-6.8pp | -12.16%-7.0pp | 1.57%-20.7pp |
| Employer contribution / active EE | $2,205 | $2,369-6.9% | $2,922-24.5% | $2,545-13.4% |
| Participant deferral / active EE | $3,469 | $3,979-12.8% | $4,565-24.0% | $4,239-18.2% |
| Admin fee / account holder | $68 | $708-90.4% | $8,446-99.2% | $594-88.5% |