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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $769 |
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.
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 | $42,924 | $72,770-41.0% | $67,652-36.6% | $55,191-22.2% |
| Participation rate | 66.1% | 78.8%-12.7pp | 75.7%-9.6pp | 69.2%-3.1pp |
| Annual return | 18.30% | -3.26%+21.6pp | 6625.40%-6607.1pp | 10.78%+7.5pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $9,241 | $3,408+171.1% | $3,560+159.6% | $3,046+203.3% |
| Admin fee / account holder | $2 | $79-96.9% | $4,821-99.9% | $91-97.3% |