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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $17,211 |
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.
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).
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 | $19,812 | $47,977-58.7% | $154,111-87.1% | $56,287-64.8% |
| Participation rate | 41.9% | 66.2%-24.3pp | 83.0%-41.2pp | 69.9%-28.0pp |
| Annual return | -7.89% | 3.54%-11.4pp | 735.18%-743.1pp | -9.96%+2.1pp |
| Employer contribution / active EE | $218 | $2,169-90.0% | $5,298-95.9% | $2,111-89.7% |
| Participant deferral / active EE | $1,742 | $2,392-27.1% | $5,081-65.7% | $3,350-48.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |