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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $699 |
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).
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 | $17,162 | $37,591-54.3% | $90,657-81.1% | $55,725-69.2% |
| Participation rate | 60.8% | 66.4%-5.6pp | 74.0%-13.2pp | 70.9%-10.1pp |
| Annual return | -9.60% | -3.20%-6.4pp | 1.89%-11.5pp | 244.93%-254.5pp |
| Employer contribution / active EE | $60 | $1,302-95.4% | $2,532-97.6% | $2,078-97.1% |
| Participant deferral / active EE | $4,206 | $2,643+59.1% | $3,424+22.8% | $3,356+25.3% |
| Admin fee / account holder | $3 | $100-96.9% | $4,994-99.9% | $115-97.3% |