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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,413 |
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 | $94,629 | $57,108+65.7% | $94,229+0.4% | $52,331+80.8% |
| Participation rate | 67.6% | 72.9%-5.3pp | 78.8%-11.2pp | 68.1%-0.5pp |
| Annual return | 2.44% | 1.47%+1.0pp | 10.68%-8.2pp | 4.54%-2.1pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,950 | $3,040-2.9% | $4,320-31.7% | $3,022-2.4% |
| Admin fee / account holder | $36 | $546-93.5% | $6,269-99.4% | $592-94.0% |