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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $854 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,943 | $88,324-61.6% | $115,038-70.5% | $55,191-38.5% |
| Participation rate | 61.5% | 72.5%-11.0pp | 81.4%-19.8pp | 69.2%-7.6pp |
| Annual return | 10.63% | 6.30%+4.3pp | 26.14%-15.5pp | 10.78%-0.1pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $8,042 | $5,042+59.5% | $6,026+33.4% | $3,046+164.0% |
| Admin fee / account holder | $2 | $105-98.3% | $8,175-100.0% | $91-98.1% |