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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,959 |
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 | $40,428 | $58,320-30.7% | $86,439-53.2% | $66,930-39.6% |
| Participation rate | 61.9% | 78.6%-16.7pp | 80.3%-18.5pp | 69.8%-7.9pp |
| Annual return | -4.75% | -9.71%+5.0pp | 4395.55%-4400.3pp | 1.57%-6.3pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,420 | $6,899+51.0% | $6,952+49.9% | $4,238+145.9% |
| Admin fee / account holder | $89 | $546-83.6% | $6,732-98.7% | $593-85.0% |