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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,400 |
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.
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).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,954 | $90,621-52.6% | $120,225-64.3% | $103,975-58.7% |
| Participation rate | 18.6% | 53.5%-34.8pp | 69.6%-50.9pp | 72.5%-53.9pp |
| Annual return | 10.25% | 16.48%-6.2pp | 439.23%-429.0pp | 19.41%-9.2pp |
| Employer contribution / active EE | $250 | $4,227-94.1% | $3,475-92.8% | $3,722-93.3% |
| Participant deferral / active EE | $526 | $3,312-84.1% | $3,999-86.9% | $5,343-90.2% |
| Admin fee / account holder | $105 | $428-75.4% | $5,696-98.2% | $332-68.3% |