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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $115,632 |
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 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 | $12,326 | $48,669-74.7% | $93,654-86.8% | $199,768-93.8% |
| Participation rate | 84.4% | 63.7%+20.7pp | 68.7%+15.6pp | 72.0%+12.3pp |
| Annual return | 13.40% | 15.38%-2.0pp | 133.34%-119.9pp | 34.26%-20.9pp |
| Employer contribution / active EE | $0 | $1,137-100.0% | $2,421-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $2,628 | $2,823-6.9% | $4,413-40.4% | $5,090-48.4% |
| Admin fee / account holder | $43 | $195-77.7% | $8,282-99.5% | $269-83.9% |