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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,027 |
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 | $29,283 | $45,382-35.5% | $154,108-81.0% | $75,289-61.1% |
| Participation rate | 17.5% | 65.9%-48.4pp | 83.0%-65.6pp | 72.4%-54.9pp |
| Annual return | -5.07% | -0.47%-4.6pp | 735.21%-740.3pp | -0.04%-5.0pp |
| Employer contribution / active EE | $83 | $1,533-94.6% | $5,298-98.4% | $2,405-96.5% |
| Participant deferral / active EE | $762 | $2,384-68.1% | $5,081-85.0% | $3,739-79.6% |
| Admin fee / account holder | $50 | $89-44.1% | $13,411-99.6% | $102-51.2% |