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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,145 |
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.
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 | $10,517 | $57,739-81.8% | $112,228-90.6% | $74,473-85.9% |
| Participation rate | 35.3% | 55.6%-20.3pp | 72.4%-37.1pp | 70.7%-35.4pp |
| Annual return | 10.79% | 19.52%-8.7pp | 30.23%-19.4pp | 34.36%-23.6pp |
| Employer contribution / active EE | $818 | $1,675-51.1% | $3,432-76.2% | $2,638-69.0% |
| Participant deferral / active EE | $1,129 | $2,891-60.9% | $4,800-76.5% | $4,530-75.1% |
| Admin fee / account holder | $8 | $462-98.4% | $7,752-99.9% | $347-97.8% |