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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,012 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $13,722 |
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.
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 | $87,546 | $73,102+19.8% | $123,553-29.1% | $56,289+55.5% |
| Participation rate | 61.4% | 74.3%-12.9pp | 82.3%-20.9pp | 69.9%-8.4pp |
| Annual return | -2.14% | 3.01%-5.1pp | 119.21%-121.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $19,609 | $5,423+261.6% | $6,426+205.2% | $3,350+485.4% |
| Admin fee / account holder | $164 | $554-70.4% | $9,284-98.2% | $521-68.6% |