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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,569 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,153 | $73,638-87.6% | $108,410-91.6% | $79,386-88.5% |
| Participation rate | 77.8% | 77.4%+0.4pp | 80.1%-2.3pp | 70.7%+7.1pp |
| Annual return | 11.53% | 33.27%-21.7pp | 905.27%-893.7pp | 116.85%-105.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,278 | $6,218-47.3% | $6,563-50.1% | $4,046-19.0% |
| Admin fee / account holder | $45 | $638-93.0% | $7,295-99.4% | $626-92.8% |