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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,019 |
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 | $19,249 | $43,133-55.4% | $89,400-78.5% | $73,493-73.8% |
| Participation rate | 67.8% | 55.0%+12.9pp | 68.0%-0.1pp | 70.7%-2.8pp |
| Annual return | 18.33% | 135.66%-117.3pp | 245.64%-227.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,501 | $2,445+43.2% | $3,890-10.0% | $3,740-6.4% |
| Admin fee / account holder | $54 | $444-87.8% | $4,882-98.9% | $513-89.4% |