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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,838 |
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 | $46,649 | $59,231-21.2% | $90,223-48.3% | $52,331-10.9% |
| Participation rate | 58.1% | 75.0%-16.9pp | 79.0%-20.9pp | 68.1%-10.0pp |
| Annual return | -0.05% | 3.53%-3.6pp | 1.31%-1.4pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $3,391-100.0% | $4,378-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,855 | $4,659-38.7% | $5,792-50.7% | $3,022-5.5% |
| Admin fee / account holder | $54 | $515-89.6% | $7,406-99.3% | $592-90.9% |