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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $14,919 |
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 | $23,070 | $74,706-69.1% | $75,731-69.5% | $79,389-70.9% |
| Participation rate | 35.6% | 75.3%-39.8pp | 74.8%-39.3pp | 70.7%-35.2pp |
| Annual return | 29.17% | 18.52%+10.7pp | 104.65%-75.5pp | 116.89%-87.7pp |
| Employer contribution / active EE | $309 | $2,590-88.1% | $2,743-88.7% | $2,428-87.3% |
| Participant deferral / active EE | $1,500 | $3,533-57.5% | $3,820-60.7% | $4,046-62.9% |
| Admin fee / account holder | $6 | $374-98.5% | $3,620-99.8% | $626-99.1% |