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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,705 | $30,086+78.5% | $61,399-12.5% | $64,814-17.1% |
| Participation rate | 19.4% | 36.4%-17.0pp | 52.6%-33.2pp | 71.5%-52.1pp |
| Annual return | -14.08% | -13.99%-0.1pp | 338.81%-352.9pp | 32.84%-46.9pp |
| Employer contribution / active EE | $130 | $536-75.8% | $1,159-88.8% | $2,507-94.8% |
| Participant deferral / active EE | $657 | $1,126-41.6% | $2,124-69.0% | $4,310-84.7% |
| Admin fee / account holder | $38 | $148-74.5% | $2,131-98.2% | $188-79.9% |