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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,640 |
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 | $23,025 | $37,213-38.1% | $156,551-85.3% | $63,975-64.0% |
| Participation rate | 20.0% | 65.0%-45.0pp | 84.0%-64.0pp | 71.1%-51.2pp |
| Annual return | 9.72% | 47.89%-38.2pp | 32.23%-22.5pp | 48.65%-38.9pp |
| Employer contribution / active EE | $83 | $1,357-93.9% | $5,501-98.5% | $2,182-96.2% |
| Participant deferral / active EE | $689 | $2,070-66.7% | $4,871-85.9% | $3,356-79.5% |
| Admin fee / account holder | $45 | $56-19.6% | $13,028-99.7% | $70-35.7% |