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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,483 |
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.
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 | $50,685 | $72,303-29.9% | $86,691-41.5% | $64,814-21.8% |
| Participation rate | 63.4% | 80.4%-17.0pp | 76.6%-13.2pp | 71.5%-8.1pp |
| Annual return | 0.92% | 392.77%-391.8pp | 35.94%-35.0pp | 32.84%-31.9pp |
| Employer contribution / active EE | $176 | $2,393-92.7% | $2,837-93.8% | $2,507-93.0% |
| Participant deferral / active EE | $12,525 | $4,660+168.8% | $4,656+169.0% | $4,310+190.6% |
| Admin fee / account holder | $59 | $174-66.3% | $7,492-99.2% | $188-68.8% |