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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,290 | $48,277+56.0% | $63,244+19.0% | $55,191+36.4% |
| Participation rate | 59.3% | 69.4%-10.1pp | 71.0%-11.8pp | 69.2%-9.9pp |
| Annual return | -0.42% | 2.37%-2.8pp | -70.31%+69.9pp | 10.78%-11.2pp |
| Employer contribution / active EE | $681 | $1,592-57.2% | $2,322-70.7% | $1,899-64.1% |
| Participant deferral / active EE | $3,360 | $2,432+38.1% | $2,953+13.8% | $3,046+10.3% |
| Admin fee / account holder | $32 | $86-62.3% | $5,893-99.4% | $91-64.3% |