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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $35,879 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,350 |
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 | $93,141 | $51,223+81.8% | $82,763+12.5% | $66,949+39.1% |
| Participation rate | 66.2% | 67.9%-1.7pp | 72.6%-6.3pp | 69.8%-3.6pp |
| Annual return | -16.01% | -9.85%-6.2pp | 702.45%-718.5pp | 1.57%-17.6pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,901 | $3,460+128.3% | $4,395+79.8% | $4,239+86.4% |
| Admin fee / account holder | $16 | $415-96.2% | $5,325-99.7% | $594-97.3% |