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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,483 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,560 | $22,714+201.8% | $59,496+15.2% | $55,191+24.2% |
| Participation rate | 24.5% | 37.5%-12.9pp | 54.6%-30.0pp | 69.2%-44.6pp |
| Annual return | -0.30% | -44.01%+43.7pp | 182.05%-182.4pp | 10.78%-11.1pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $889 | $843+5.5% | $1,829-51.4% | $3,046-70.8% |
| Admin fee / account holder | $22 | $83-73.6% | $2,232-99.0% | $91-75.8% |