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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,292 |
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).
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 | $13,250 | $47,456-72.1% | $172,755-92.3% | $77,775-83.0% |
| Participation rate | 63.0% | 66.3%-3.2pp | 82.6%-19.6pp | 73.2%-10.2pp |
| Annual return | 24.68% | 35.57%-10.9pp | 802.94%-778.3pp | 32.58%-7.9pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,032 | $2,560-20.6% | $5,198-60.9% | $3,966-48.8% |
| Admin fee / account holder | $89 | $81+9.9% | $13,955-99.4% | $100-11.2% |