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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,375 |
Service code 61 · EIN 38-1961943 | Finders' fees / placement fees | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,305 | $51,244+70.4% | $80,977+7.8% | $55,167+58.3% |
| Participation rate | 55.6% | 71.7%-16.1pp | 75.8%-20.3pp | 69.0%-13.4pp |
| Annual return | 5.88% | 17.39%-11.5pp | 17.11%-11.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,428 | $1,770-19.3% | $3,715-61.6% | $1,963-27.2% |
| Participant deferral / active EE | $4,186 | $4,418-5.2% | $5,696-26.5% | $3,054+37.1% |
| Admin fee / account holder | $19 | $398-95.1% | $5,517-99.6% | $504-96.1% |