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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,101 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,792 | $84,499+80.8% | $125,391+21.9% | $66,949+128.2% |
| Participation rate | 54.2% | 76.4%-22.2pp | 82.4%-28.2pp | 69.8%-15.6pp |
| Annual return | -18.07% | -8.49%-9.6pp | 572.41%-590.5pp | 1.57%-19.6pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,871 | $6,785-28.2% | $7,448-34.6% | $4,239+14.9% |
| Admin fee / account holder | $103 | $685-84.9% | $10,009-99.0% | $594-82.6% |