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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,923 | $78,607+6.8% | $105,624-20.5% | $74,478+12.7% |
| Participation rate | 44.5% | 72.8%-28.3pp | 75.3%-30.8pp | 67.2%-22.7pp |
| Annual return | 13.13% | 15.96%-2.8pp | 116.20%-103.1pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $2,649 | $2,523+5.0% | $3,168-16.4% | $2,626+0.9% |
| Participant deferral / active EE | $3,539 | $4,325-18.2% | $5,013-29.4% | $4,350-18.7% |
| Admin fee / account holder | $22 | $2,220-99.0% | $10,961-99.8% | $1,946-98.9% |