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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,259 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,834 | $99,957-10.1% | $149,730-40.0% | $73,493+22.2% |
| Participation rate | 56.5% | 75.7%-19.2pp | 82.5%-26.0pp | 70.7%-14.2pp |
| Annual return | 27.26% | 53.87%-26.6pp | 276.70%-249.4pp | 28.51%-1.3pp |
| Employer contribution / active EE | $289 | $3,191-90.9% | $4,645-93.8% | $2,270-87.3% |
| Participant deferral / active EE | $7,701 | $6,073+26.8% | $6,843+12.5% | $3,740+105.9% |
| Admin fee / account holder | $23 | $551-95.8% | $9,310-99.7% | $513-95.4% |