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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,183 | $76,669+72.4% | $96,520+36.9% | $71,495+84.9% |
| Participation rate | 43.5% | 66.6%-23.1pp | 74.3%-30.9pp | 67.9%-24.5pp |
| Annual return | 17.78% | 48.29%-30.5pp | 35.72%-17.9pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,390 | $3,031-54.2% | $3,739-62.8% | $2,589-46.3% |
| Participant deferral / active EE | $4,511 | $3,771+19.6% | $4,879-7.5% | $4,291+5.1% |
| Admin fee / account holder | $53 | $2,028-97.4% | $6,733-99.2% | $1,588-96.6% |