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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,530 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,686 | $50,106-10.8% | $69,779-36.0% | $57,658-22.5% |
| Participation rate | 44.1% | 70.9%-26.7pp | 71.8%-27.7pp | 70.2%-26.1pp |
| Annual return | 8.78% | 14.58%-5.8pp | 12.99%-4.2pp | 5.13%+3.7pp |
| Employer contribution / active EE | $0 | $1,739-100.0% | $2,338-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,436 | $2,486-42.2% | $2,931-51.0% | $3,061-53.1% |
| Admin fee / account holder | $63 | $89-29.3% | $4,381-98.6% | $95-33.3% |