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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $94,771 | $104,479-9.3% | $159,474-40.6% | $79,391+19.4% |
| Participation rate | 59.0% | 76.6%-17.6pp | 82.8%-23.8pp | 70.7%-11.7pp |
| Annual return | 12.83% | 67.98%-55.1pp | 263.68%-250.8pp | 116.88%-104.1pp |
| Employer contribution / active EE | $3,053 | $3,417-10.6% | $4,831-36.8% | $2,428+25.8% |
| Participant deferral / active EE | $6,187 | $6,468-4.3% | $7,353-15.9% | $4,046+52.9% |
| Admin fee / account holder | $7 | $711-99.0% | $10,802-99.9% | $627-98.8% |