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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,500 |
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 | $62,916 | $51,620+21.9% | $90,304-30.3% | $65,185-3.5% |
| Participation rate | 29.7% | 68.6%-39.0pp | 73.3%-43.6pp | 70.2%-40.5pp |
| Annual return | 21.17% | 24.94%-3.8pp | 78.13%-57.0pp | 29.38%-8.2pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,855-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,094 | $2,871-61.9% | $3,885-71.8% | $3,514-68.9% |
| Admin fee / account holder | $36 | $384-90.7% | $5,354-99.3% | $847-95.8% |