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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $17,436 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,174 | $58,888-55.6% | $178,499-85.3% | $73,493-64.4% |
| Participation rate | 41.3% | 66.2%-24.9pp | 81.9%-40.6pp | 70.7%-29.3pp |
| Annual return | 9.55% | 24.86%-15.3pp | 151.10%-141.6pp | 28.51%-19.0pp |
| Employer contribution / active EE | $240 | $2,236-89.3% | $5,011-95.2% | $2,270-89.4% |
| Participant deferral / active EE | $2,065 | $2,568-19.6% | $5,202-60.3% | $3,740-44.8% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |