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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,814 |
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.
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 | $21,835 | $37,039-41.0% | $147,617-85.2% | $59,188-63.1% |
| Participation rate | 15.8% | 63.8%-48.0pp | 84.6%-68.9pp | 69.4%-53.7pp |
| Annual return | 0.69% | 7.19%-6.5pp | 61.98%-61.3pp | 5.51%-4.8pp |
| Employer contribution / active EE | $57 | $1,353-95.8% | $5,564-99.0% | $2,098-97.3% |
| Participant deferral / active EE | $617 | $2,094-70.5% | $4,895-87.4% | $3,265-81.1% |
| Admin fee / account holder | $43 | $60-28.9% | $11,612-99.6% | $92-53.6% |