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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,419 |
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 | $53,680 | $83,023-35.3% | $102,437-47.6% | $77,762-31.0% |
| Participation rate | 26.5% | 71.5%-45.0pp | 74.5%-48.0pp | 70.6%-44.0pp |
| Annual return | 12.81% | 19.12%-6.3pp | 24.95%-12.1pp | 31.27%-18.5pp |
| Employer contribution / active EE | $120 | $3,552-96.6% | $3,871-96.9% | $2,728-95.6% |
| Participant deferral / active EE | $1,927 | $4,110-53.1% | $5,060-61.9% | $4,651-58.6% |
| Admin fee / account holder | $19 | $639-97.1% | $8,388-99.8% | $433-95.7% |