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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,303 |
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 | $29,513 | $31,109-5.1% | $67,704-56.4% | $52,331-43.6% |
| Participation rate | 20.2% | 54.0%-33.8pp | 67.5%-47.3pp | 68.1%-47.9pp |
| Annual return | -0.61% | 23.70%-24.3pp | 25.41%-26.0pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,607 | $1,970-18.5% | $3,585-55.2% | $3,022-46.8% |
| Admin fee / account holder | $20 | $466-95.7% | $4,255-99.5% | $592-96.6% |