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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $11,052 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,100 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,211 | $43,423+61.7% | $78,676-10.8% | $55,167+27.3% |
| Participation rate | 68.0% | 68.0%0pp | 73.6%-5.6pp | 69.0%-1.0pp |
| Annual return | 8.09% | 11.53%-3.4pp | 62.19%-54.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,553 | $2,509+121.4% | $3,517+57.9% | $3,054+81.8% |
| Admin fee / account holder | $15 | $416-96.4% | $4,510-99.7% | $504-97.0% |