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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,221 |
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 | $36,363 | $106,247-65.8% | $147,096-75.3% | $77,714-53.2% |
| Participation rate | 34.3% | 78.4%-44.1pp | 82.2%-47.9pp | 70.6%-36.3pp |
| Annual return | 25.88% | 56.87%-31.0pp | 419.75%-393.9pp | 31.26%-5.4pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $4,141 | $7,996-48.2% | $8,071-48.7% | $4,649-10.9% |
| Admin fee / account holder | $18 | $338-94.6% | $13,005-99.9% | $433-95.8% |