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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,362 |
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).
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 | $74,717 | $78,428-4.7% | $95,960-22.1% | $79,852-6.4% |
| Participation rate | 63.6% | 73.5%-9.9pp | 77.1%-13.4pp | 69.6%-6.0pp |
| Annual return | 16.32% | 19.37%-3.1pp | 91.63%-75.3pp | 31.72%-15.4pp |
| Employer contribution / active EE | $461 | $1,945-76.3% | $2,541-81.9% | $2,471-81.3% |
| Participant deferral / active EE | $2,880 | $3,440-16.3% | $4,167-30.9% | $3,740-23.0% |
| Admin fee / account holder | $112 | $5,622-98.0% | $6,797-98.4% | $5,306-97.9% |