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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,547 | $43,453+41.6% | $109,313-43.7% | $63,975-3.8% |
| Participation rate | 33.0% | 59.3%-26.3pp | 71.3%-38.3pp | 71.1%-38.1pp |
| Annual return | -2.29% | 9.85%-12.1pp | 22.07%-24.4pp | 48.65%-50.9pp |
| Employer contribution / active EE | $715 | $1,799-60.2% | $3,892-81.6% | $2,182-67.2% |
| Participant deferral / active EE | $1,216 | $2,093-41.9% | $3,166-61.6% | $3,356-63.8% |
| Admin fee / account holder | $5 | $79-93.3% | $5,666-99.9% | $70-92.4% |