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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,294 |
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 | $25,877 | $72,303-64.2% | $86,698-70.2% | $64,819-60.1% |
| Participation rate | 63.3% | 80.4%-17.2pp | 76.6%-13.3pp | 71.5%-8.2pp |
| Annual return | 0.00% | 392.77%-392.8pp | 35.95%-35.9pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $10,350 | $4,660+122.1% | $4,656+122.3% | $4,311+140.1% |
| Admin fee / account holder | $21 | $174-88.0% | $7,493-99.7% | $188-88.9% |