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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,633 |
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 | $93,030 | $53,925+72.5% | $75,501+23.2% | $69,631+33.6% |
| Participation rate | 58.8% | 71.2%-12.4pp | 72.4%-13.6pp | 70.7%-11.9pp |
| Annual return | 15.22% | 17.84%-2.6pp | 27.35%-12.1pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $707 | $1,802-60.8% | $2,352-69.9% | $2,032-65.2% |
| Participant deferral / active EE | $3,374 | $2,569+31.3% | $3,142+7.4% | $3,224+4.7% |
| Admin fee / account holder | $41 | $97-58.0% | $5,801-99.3% | $110-63.1% |