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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,905 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,470 | $96,486-69.5% | $153,485-80.8% | $77,643-62.0% |
| Participation rate | 62.1% | 81.6%-19.5pp | 77.1%-15.0pp | 70.6%-8.5pp |
| Annual return | 15.41% | 14.44%+1.0pp | 15.65%-0.2pp | 31.24%-15.8pp |
| Employer contribution / active EE | $997 | $5,224-80.9% | $5,039-80.2% | $2,726-63.4% |
| Participant deferral / active EE | $3,794 | $6,609-42.6% | $6,757-43.9% | $4,647-18.4% |
| Admin fee / account holder | $221 | $182+21.0% | $12,724-98.3% | $430-48.7% |