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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,138 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,863 | $82,188-71.0% | $125,391-81.0% | $64,824-63.2% |
| Participation rate | 42.5% | 77.9%-35.4pp | 82.4%-39.9pp | 71.5%-29.0pp |
| Annual return | -13.79% | 3.50%-17.3pp | 572.41%-586.2pp | 32.84%-46.6pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,113 | $7,177-42.7% | $7,448-44.8% | $4,311-4.6% |
| Admin fee / account holder | $83 | $163-49.3% | $10,009-99.2% | $188-55.9% |