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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $49,352 |
PRONVEST1+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $8,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,997 | $38,925-33.2% | $73,836-64.8% | $55,191-52.9% |
| Participation rate | 55.4% | 66.0%-10.6pp | 73.4%-18.0pp | 69.2%-13.7pp |
| Annual return | 0.50% | 6.31%-5.8pp | 2268.06%-2267.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $353 | $1,695-79.2% | $2,787-87.3% | $1,899-81.4% |
| Participant deferral / active EE | $1,817 | $2,351-22.7% | $3,583-49.3% | $3,046-40.4% |
| Admin fee / account holder | $28 | $83-66.6% | $4,882-99.4% | $91-69.5% |