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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,147,404 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $86,390 | $89,609-3.6% | $76,667+12.7% | $89,609-3.6% |
| Participation rate | 66.8% | 69.6%-2.8pp | 72.1%-5.3pp | 69.6%-2.8pp |
| Annual return | 59.99% | 33.65%+26.3pp | 1166.74%-1106.7pp | 33.65%+26.3pp |
| Employer contribution / active EE | $2,404 | $2,584-7.0% | $2,303+4.4% | $2,584-7.0% |
| Participant deferral / active EE | $2,644 | $4,222-37.4% | $3,336-20.7% | $4,222-37.4% |
| Admin fee / account holder | $72 | $720% | $6,423-98.9% | $720% |