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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,124 | $107,378-62.6% | $108,582-63.0% | $57,658-30.4% |
| Participation rate | 44.4% | 77.1%-32.7pp | 79.6%-35.2pp | 70.2%-25.8pp |
| Annual return | 4.46% | 12.80%-8.3pp | -51.70%+56.2pp | 5.13%-0.7pp |
| Employer contribution / active EE | $749 | $1,782-58.0% | $3,758-80.1% | $1,974-62.1% |
| Participant deferral / active EE | $2,491 | $3,221-22.6% | $4,311-42.2% | $3,061-18.6% |
| Admin fee / account holder | $70 | $108-35.9% | $7,645-99.1% | $95-26.4% |