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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,332 | $73,360+19.0% | $177,989-50.9% | $74,495+17.2% |
| Participation rate | 67.4% | 66.6%+0.8pp | 77.1%-9.7pp | 67.2%+0.2pp |
| Annual return | 20.92% | 17.49%+3.4pp | 294.48%-273.6pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,972 | $4,513+76.6% | $6,276+27.0% | $4,346+83.4% |
| Admin fee / account holder | $29 | $1,808-98.4% | $10,363-99.7% | $1,942-98.5% |