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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,914 |
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 | $24,114 | $114,842-79.0% | $159,495-84.9% | $101,555-76.3% |
| Participation rate | 44.2% | 71.6%-27.4pp | 82.8%-38.6pp | 74.5%-30.3pp |
| Annual return | 60.13% | 22.90%+37.2pp | 263.72%-203.6pp | 21.00%+39.1pp |
| Employer contribution / active EE | $177 | $3,203-94.5% | $4,831-96.3% | $2,972-94.0% |
| Participant deferral / active EE | $3,795 | $6,336-40.1% | $7,354-48.4% | $4,874-22.1% |
| Admin fee / account holder | $1 | $80-98.5% | $10,804-100.0% | $139-99.1% |