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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,110 | $54,320+19.9% | $67,652-3.8% | $52,331+24.4% |
| Participation rate | 67.2% | 73.6%-6.4pp | 75.7%-8.5pp | 68.1%-0.9pp |
| Annual return | 0.00% | 6.81%-6.8pp | 6625.40%-6625.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,059 | $1,544+33.4% | $2,266-9.1% | $1,882+9.4% |
| Participant deferral / active EE | $3,126 | $2,950+6.0% | $3,560-12.2% | $3,022+3.4% |
| Admin fee / account holder | $53 | $527-89.9% | $4,821-98.9% | $592-91.0% |