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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,423 | $28,601-0.6% | $71,755-60.4% | $66,938-57.5% |
| Participation rate | 68.5% | 56.7%+11.9pp | 62.3%+6.2pp | 69.8%-1.3pp |
| Annual return | -12.24% | -10.90%-1.3pp | 9.09%-21.3pp | 1.58%-13.8pp |
| Employer contribution / active EE | $3,168 | $1,104+187.0% | $1,704+86.0% | $2,545+24.5% |
| Participant deferral / active EE | $7,725 | $1,912+304.1% | $2,656+190.9% | $4,238+82.3% |
| Admin fee / account holder | $291 | $506-42.5% | $3,972-92.7% | $594-50.9% |