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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $24,658 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,962 |
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 | $80,520 | $50,637+59.0% | $86,582-7.0% | $62,293+29.3% |
| Participation rate | 68.1% | 67.9%+0.2pp | 73.5%-5.4pp | 69.5%-1.4pp |
| Annual return | 18.23% | 20.80%-2.6pp | 965.08%-946.9pp | 28.90%-10.7pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,130 | $2,611+134.8% | $3,609+69.9% | $3,169+93.4% |
| Admin fee / account holder | $23 | $413-94.5% | $4,904-99.5% | $479-95.3% |