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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,016 |
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.
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 | $140,411 | $65,322+115.0% | $70,494+99.2% | $73,497+91.0% |
| Participation rate | 66.9% | 77.0%-10.1pp | 75.1%-8.2pp | 70.7%-3.8pp |
| Annual return | 16.67% | 15.71%+1.0pp | 109.16%-92.5pp | 28.51%-11.8pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,122 | $3,375+140.7% | $3,711+118.9% | $3,740+117.2% |
| Admin fee / account holder | $47 | $214-78.2% | $3,848-98.8% | $513-90.9% |