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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,824 |
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).
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 | $37,934 | $62,686-39.5% | $178,540-78.8% | $77,736-51.2% |
| Participation rate | 29.1% | 66.9%-37.8pp | 77.1%-48.0pp | 70.6%-41.5pp |
| Annual return | 48.80% | 16.16%+32.6pp | 27.15%+21.7pp | 31.26%+17.5pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,953-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,716 | $4,224-59.4% | $6,281-72.7% | $4,651-63.1% |
| Admin fee / account holder | $44 | $386-88.5% | $10,424-99.6% | $433-89.8% |