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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $52,787 | $95,417-44.7% | $135,974-61.2% | $74,460-29.1% |
| Participation rate | 35.8% | 78.2%-42.4pp | 81.9%-46.1pp | 70.7%-35.0pp |
| Annual return | 19.37% | 32.76%-13.4pp | 68.30%-48.9pp | 34.38%-15.0pp |
| Employer contribution / active EE | $1,077 | $3,878-72.2% | $4,859-77.8% | $2,638-59.2% |
| Participant deferral / active EE | $3,418 | $7,789-56.1% | $7,760-56.0% | $4,530-24.5% |
| Admin fee / account holder | $0 | $266-99.9% | $10,767-100.0% | $348-99.9% |