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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,343 |
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 | $49,243 | $93,010-47.1% | $96,538-49.0% | $74,473-33.9% |
| Participation rate | 33.3% | 71.6%-38.3pp | 74.3%-41.1pp | 70.7%-37.5pp |
| Annual return | 15.83% | 37.50%-21.7pp | 35.74%-19.9pp | 34.36%-18.5pp |
| Employer contribution / active EE | $148 | $3,427-95.7% | $3,740-96.0% | $2,638-94.4% |
| Participant deferral / active EE | $2,319 | $3,971-41.6% | $4,880-52.5% | $4,530-48.8% |
| Admin fee / account holder | $49 | $633-92.3% | $6,737-99.3% | $347-86.0% |