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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,754 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $35,816 | $64,975-44.9% | $97,295-63.2% | $106,553-66.4% |
| Participation rate | 28.2% | 45.4%-17.1pp | 72.7%-44.4pp | 69.8%-41.6pp |
| Annual return | 16.33% | 15.21%+1.1pp | 75.62%-59.3pp | 17.37%-1.0pp |
| Employer contribution / active EE | $217 | $1,126-80.7% | $2,723-92.0% | $3,359-93.5% |
| Participant deferral / active EE | $1,013 | $2,466-58.9% | $4,264-76.2% | $5,562-81.8% |
| Admin fee / account holder | $14 | $69-78.9% | $5,646-99.7% | $80-81.8% |