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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,801 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,765 | $70,667-9.8% | $123,106-48.2% | $52,331+21.9% |
| Participation rate | 46.5% | 83.7%-37.2pp | 86.8%-40.3pp | 68.1%-21.6pp |
| Annual return | 0.47% | 6.23%-5.8pp | 13.22%-12.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,974 | $4,493-11.5% | $6,229-36.2% | $3,022+31.5% |
| Admin fee / account holder | $55 | $506-89.2% | $9,015-99.4% | $592-90.7% |