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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 81-2606363 | Advisory (Plan) | $23,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
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 | $57,999 | $92,971-37.6% | $96,683-40.0% | $74,419-22.1% |
| Participation rate | 53.6% | 71.5%-17.9pp | 74.3%-20.7pp | 70.7%-17.1pp |
| Annual return | 29.16% | 37.49%-8.3pp | 35.69%-6.5pp | 34.38%-5.2pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,058 | $3,970+2.2% | $4,878-16.8% | $4,528-10.4% |
| Admin fee / account holder | $124 | $633-80.4% | $6,730-98.2% | $348-64.3% |