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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $925 |
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).
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 | $29,169 | $65,378-55.4% | $87,103-66.5% | $65,186-55.3% |
| Participation rate | 57.3% | 75.3%-18.1pp | 76.9%-19.6pp | 70.2%-12.9pp |
| Annual return | 18.46% | 31.28%-12.8pp | 28.19%-9.7pp | 29.39%-10.9pp |
| Employer contribution / active EE | $1,087 | $1,823-40.4% | $2,521-56.9% | $2,177-50.1% |
| Participant deferral / active EE | $2,202 | $3,389-35.0% | $4,049-45.6% | $3,514-37.3% |
| Admin fee / account holder | $12 | $520-97.7% | $7,491-99.8% | $847-98.6% |