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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,288 | $66,124-49.7% | $90,440-63.2% | $73,493-54.7% |
| Participation rate | 47.0% | 69.7%-22.7pp | 72.7%-25.7pp | 70.7%-23.7pp |
| Annual return | 5.76% | 17.65%-11.9pp | 1294.38%-1288.6pp | 28.51%-22.8pp |
| Employer contribution / active EE | $1,264 | $2,346-46.2% | $3,263-61.3% | $2,270-44.3% |
| Participant deferral / active EE | $2,464 | $3,039-18.9% | $3,964-37.8% | $3,740-34.1% |
| Admin fee / account holder | $34 | $396-91.5% | $5,615-99.4% | $513-93.4% |