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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,522 |
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 | $27,655 | $44,989-38.5% | $170,435-83.8% | $77,958-64.5% |
| Participation rate | 20.9% | 64.6%-43.7pp | 83.6%-62.7pp | 71.6%-50.7pp |
| Annual return | 15.91% | 19.61%-3.7pp | 205.94%-190.0pp | 20.87%-5.0pp |
| Employer contribution / active EE | $69 | $1,466-95.3% | $5,432-98.7% | $2,310-97.0% |
| Participant deferral / active EE | $724 | $2,208-67.2% | $4,939-85.3% | $3,537-79.5% |
| Admin fee / account holder | $46 | $69-33.8% | $13,881-99.7% | $97-53.1% |