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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,880 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,618 | $55,790-5.7% | $76,823-31.5% | $67,579-22.1% |
| Participation rate | 42.9% | 71.1%-28.1pp | 72.1%-29.1pp | 71.3%-28.3pp |
| Annual return | 17.89% | 64.45%-46.6pp | 1166.42%-1148.5pp | 378.56%-360.7pp |
| Employer contribution / active EE | $574 | $1,810-68.3% | $2,302-75.1% | $2,148-73.3% |
| Participant deferral / active EE | $1,716 | $2,875-40.3% | $3,336-48.6% | $3,539-51.5% |
| Admin fee / account holder | $63 | $159-60.7% | $6,422-99.0% | $142-56.1% |