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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,021,116 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,582 | $96,393-79.7% | $169,381-88.4% | $96,393-79.7% |
| Participation rate | 68.6% | 71.3%-2.7pp | 77.2%-8.6pp | 71.3%-2.7pp |
| Annual return | 18.50% | 22.88%-4.4pp | 406.41%-387.9pp | 22.88%-4.4pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $4,013-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $1,623 | $5,455-70.2% | $6,224-73.9% | $5,455-70.2% |
| Admin fee / account holder | $40 | $74-45.8% | $9,013-99.6% | $74-45.8% |