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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,431 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,392 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,256 | $190,862-86.2% | $159,991-83.6% | $134,509-80.5% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -17.18% | 552.59%-569.8pp | 408.82%-426.0pp | 418.13%-435.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $35,378 | $6,924+411.0% | $6,183+472.2% | $6,400+452.8% |
| Admin fee / account holder | $121 | $10,495-98.8% | $8,715-98.6% | $11,427-98.9% |