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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,768 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,829 | $55,182-7.9% | $73,309-30.7% | $55,191-7.9% |
| Participation rate | 48.0% | 73.9%-25.9pp | 74.9%-26.9pp | 69.2%-21.1pp |
| Annual return | -0.19% | 8.55%-8.7pp | 5.67%-5.9pp | 10.78%-11.0pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,537 | $4,641-2.2% | $4,991-9.1% | $3,046+48.9% |
| Admin fee / account holder | $53 | $68-23.3% | $5,635-99.1% | $91-42.1% |