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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,508 | $91,474+44.9% | $135,982-2.6% | $71,529+85.3% |
| Participation rate | 67.0% | 75.7%-8.7pp | 81.9%-14.9pp | 67.9%-0.9pp |
| Annual return | 25.81% | 29.89%-4.1pp | 68.32%-42.5pp | 28.97%-3.2pp |
| Employer contribution / active EE | $2,676 | $3,705-27.8% | $4,859-44.9% | $2,590+3.3% |
| Participant deferral / active EE | $7,642 | $7,095+7.7% | $7,760-1.5% | $4,291+78.1% |
| Admin fee / account holder | $48 | $1,267-96.2% | $10,767-99.6% | $1,588-97.0% |