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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,238 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,457 | $22,714+108.9% | $59,496-20.2% | $55,191-14.0% |
| Participation rate | 19.0% | 37.5%-18.5pp | 54.6%-35.6pp | 69.2%-50.2pp |
| Annual return | -0.40% | -44.01%+43.6pp | 182.05%-182.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $316 | $843-62.5% | $1,829-82.7% | $3,046-89.6% |
| Admin fee / account holder | $37 | $83-55.6% | $2,232-98.3% | $91-59.3% |