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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,610 |
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 | $82,931 | $89,652-7.5% | $141,177-41.3% | $65,185+27.2% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.5%-22.5pp | 70.2%-10.2pp |
| Annual return | 24.57% | 32.79%-8.2pp | 71.40%-46.8pp | 29.38%-4.8pp |
| Employer contribution / active EE | $298 | $3,065-90.3% | $4,736-93.7% | $2,177-86.3% |
| Participant deferral / active EE | $8,523 | $5,691+49.8% | $6,710+27.0% | $3,514+142.6% |
| Admin fee / account holder | $16 | $569-97.2% | $10,263-99.8% | $847-98.1% |