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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $179,156 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,887 | $82,204-80.7% | $130,660-87.8% | $82,204-80.7% |
| Participation rate | 24.3% | 73.4%-49.1pp | 71.7%-47.4pp | 73.4%-49.1pp |
| Annual return | 28.72% | 26.31%+2.4pp | 1709.29%-1680.6pp | 26.31%+2.4pp |
| Employer contribution / active EE | $508 | $2,707-81.2% | $4,092-87.6% | $2,707-81.2% |
| Participant deferral / active EE | $1,045 | $4,246-75.4% | $3,603-71.0% | $4,246-75.4% |
| Admin fee / account holder | $67 | $76-11.7% | $5,463-98.8% | $76-11.7% |