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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,740 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,439 | $58,275-39.2% | $81,844-56.7% | $80,935-56.2% |
| Participation rate | 48.5% | 63.5%-14.9pp | 72.4%-23.9pp | 67.7%-19.1pp |
| Annual return | 12.47% | 41.82%-29.3pp | 778.87%-766.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,393 | $3,285+64.2% | $4,323+24.7% | $4,299+25.4% |
| Admin fee / account holder | $44 | $4,749-99.1% | $7,355-99.4% | $6,924-99.4% |