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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $950 |
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.
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 | $45,986 | $98,982-53.5% | $162,177-71.6% | $65,185-29.5% |
| Participation rate | 68.9% | 85.8%-16.9pp | 87.6%-18.7pp | 70.2%-1.3pp |
| Annual return | 27.79% | 24.84%+2.9pp | 115.60%-87.8pp | 29.38%-1.6pp |
| Employer contribution / active EE | $1,262 | $3,467-63.6% | $5,613-77.5% | $2,177-42.0% |
| Participant deferral / active EE | $5,572 | $5,384+3.5% | $7,297-23.6% | $3,514+58.6% |
| Admin fee / account holder | $5 | $596-99.2% | $10,843-100.0% | $847-99.5% |