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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,407 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,103 | $56,503-0.7% | $70,098-20.0% | $64,814-13.4% |
| Participation rate | 32.3% | 70.5%-38.2pp | 70.5%-38.2pp | 71.5%-39.2pp |
| Annual return | -14.35% | -13.44%-0.9pp | 190.76%-205.1pp | 32.84%-47.2pp |
| Employer contribution / active EE | $426 | $2,046-79.2% | $2,560-83.4% | $2,507-83.0% |
| Participant deferral / active EE | $1,568 | $3,389-53.7% | $3,849-59.3% | $4,310-63.6% |
| Admin fee / account holder | $48 | $160-70.0% | $6,266-99.2% | $188-74.4% |