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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $291,215 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,804 | $55,785-77.0% | $96,583-86.7% | $106,520-88.0% |
| Participation rate | 31.1% | 53.4%-22.3pp | 69.8%-38.7pp | 71.3%-40.2pp |
| Annual return | 41.12% | 17.66%+23.5pp | 37.79%+3.3pp | 19.28%+21.8pp |
| Employer contribution / active EE | $252 | $1,042-75.8% | $2,357-89.3% | $2,840-91.1% |
| Participant deferral / active EE | $1,076 | $1,782-39.6% | $3,850-72.0% | $4,948-78.2% |
| Admin fee / account holder | $41 | $59-30.8% | $6,184-99.3% | $75-45.5% |