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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,007 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $53,022 | $115,744-54.2% | $100,392-47.2% | $199,960-73.5% |
| Participation rate | 43.8% | 85.7%-41.8pp | 81.5%-37.7pp | 72.0%-28.2pp |
| Annual return | 14.90% | 17.79%-2.9pp | 49.45%-34.6pp | 34.28%-19.4pp |
| Employer contribution / active EE | $1,312 | $3,657-64.1% | $3,941-66.7% | $3,036-56.8% |
| Participant deferral / active EE | $1,991 | $9,844-79.8% | $8,090-75.4% | $5,087-60.9% |
| Admin fee / account holder | $53 | $93-43.0% | $7,904-99.3% | $269-80.3% |