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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $126,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $27,409 | $77,197-64.5% | $86,615-68.4% | $93,010-70.5% |
| Participation rate | 35.2% | 78.2%-43.0pp | 71.6%-36.4pp | 73.9%-38.7pp |
| Annual return | 13.54% | 16.31%-2.8pp | 63.51%-50.0pp | 158.70%-145.2pp |
| Employer contribution / active EE | $818 | $2,514-67.4% | $2,496-67.2% | $2,705-69.7% |
| Participant deferral / active EE | $1,461 | $3,831-61.9% | $3,699-60.5% | $4,561-68.0% |
| Admin fee / account holder | $116 | $105+10.8% | $5,830-98.0% | $152-23.3% |