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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,589 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,086 | $64,176+43.5% | $112,249-18.0% | $66,938+37.6% |
| Participation rate | 47.2% | 68.4%-21.2pp | 75.1%-27.8pp | 69.8%-22.6pp |
| Annual return | -18.75% | -13.80%-5.0pp | 27.48%-46.2pp | 1.58%-20.3pp |
| Employer contribution / active EE | $841 | $3,007-72.0% | $3,636-76.9% | $2,545-66.9% |
| Participant deferral / active EE | $2,074 | $3,694-43.8% | $4,729-56.1% | $4,238-51.1% |
| Admin fee / account holder | $40 | $626-93.6% | $6,412-99.4% | $594-93.3% |