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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,625 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,860 | $84,784-14.1% | $98,461-26.0% | $74,460-2.1% |
| Participation rate | 32.2% | 81.5%-49.3pp | 75.2%-42.9pp | 70.7%-38.5pp |
| Annual return | 23.84% | 20.59%+3.3pp | 21.17%+2.7pp | 34.38%-10.5pp |
| Employer contribution / active EE | $1,021 | $3,364-69.7% | $3,049-66.5% | $2,638-61.3% |
| Participant deferral / active EE | $2,073 | $5,218-60.3% | $4,738-56.3% | $4,530-54.2% |
| Admin fee / account holder | $60 | $204-70.6% | $8,961-99.3% | $348-82.7% |