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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,523 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,203 | $100,801-70.0% | $149,745-79.8% | $73,412-58.9% |
| Participation rate | 33.6% | 77.7%-44.1pp | 82.5%-48.9pp | 72.2%-38.6pp |
| Annual return | 23.47% | 265.34%-241.9pp | 276.72%-253.2pp | 59.30%-35.8pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,338 | $6,404-32.3% | $6,843-36.6% | $3,806+14.0% |
| Admin fee / account holder | $14 | $181-92.0% | $9,312-99.8% | $158-90.9% |