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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,600 |
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 | $60,668 | $61,473-1.3% | $81,716-25.8% | $73,412-17.4% |
| Participation rate | 41.9% | 72.4%-30.5pp | 72.0%-30.1pp | 72.2%-30.3pp |
| Annual return | 15.06% | 28.26%-13.2pp | 29.49%-14.4pp | 59.30%-44.2pp |
| Employer contribution / active EE | $500 | $1,898-73.6% | $4,310-88.4% | $2,234-77.6% |
| Participant deferral / active EE | $1,784 | $3,080-42.1% | $7,108-74.9% | $3,806-53.1% |
| Admin fee / account holder | $62 | $125-50.8% | $5,159-98.8% | $158-60.9% |