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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,897 | $80,177-75.2% | $123,894-83.9% | $57,658-65.5% |
| Participation rate | 37.6% | 74.4%-36.8pp | 81.4%-43.8pp | 70.2%-32.6pp |
| Annual return | 0.00% | 17.90%-17.9pp | 47.52%-47.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $236 | $2,913-91.9% | $4,617-94.9% | $1,974-88.1% |
| Participant deferral / active EE | $2,103 | $5,130-59.0% | $5,984-64.9% | $3,061-31.3% |
| Admin fee / account holder | $1 | $106-99.4% | $8,357-100.0% | $95-99.3% |