Filed June 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $94,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $37,201 | $67,512-44.9% | $185,849-80.0% | $93,010-60.0% |
| Participation rate | 60.2% | 67.1%-7.0pp | 81.7%-21.5pp | 73.9%-13.7pp |
| Annual return | 11.85% | 21.04%-9.2pp | 122.10%-110.2pp | 158.70%-146.9pp |
| Employer contribution / active EE | $1,491 | $1,783-16.4% | $5,169-71.2% | $2,705-44.9% |
| Participant deferral / active EE | $1,397 | $3,035-54.0% | $5,569-74.9% | $4,561-69.4% |
| Admin fee / account holder | $98 | $318-69.1% | $16,244-99.4% | $152-35.2% |