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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,416 |
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 | $27,097 | $101,591-73.3% | $147,096-81.6% | $74,429-63.6% |
| Participation rate | 59.9% | 75.5%-15.7pp | 82.2%-22.3pp | 67.2%-7.3pp |
| Annual return | 0.00% | 8746.45%-8746.5pp | 419.75%-419.7pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $7,550 | $7,302+3.4% | $8,071-6.5% | $4,348+73.6% |
| Admin fee / account holder | $25 | $1,750-98.6% | $13,005-99.8% | $1,944-98.7% |