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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Participant loan processing; Recordke... | $9,017 |
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).
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 | $7,243 | $42,383-82.9% | $76,518-90.5% | $64,173-88.7% |
| Participation rate | 46.5% | 58.1%-11.7pp | 68.0%-21.5pp | 69.6%-23.1pp |
| Annual return | -6.95% | -16.54%+9.6pp | -0.27%-6.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $84 | $1,563-94.6% | $2,647-96.8% | $2,381-96.5% |
| Participant deferral / active EE | $906 | $2,566-64.7% | $3,836-76.4% | $3,470-73.9% |
| Admin fee / account holder | $90 | $3,198-97.2% | $4,849-98.1% | $4,887-98.2% |