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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,082 |
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 | $27,267 | $43,504-37.3% | $68,793-60.4% | $56,287-51.6% |
| Participation rate | 44.2% | 67.8%-23.6pp | 72.2%-28.0pp | 69.9%-25.7pp |
| Annual return | -4.89% | -3.15%-1.7pp | -4.63%-0.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $200 | $1,525-86.9% | $2,625-92.4% | $2,111-90.5% |
| Participant deferral / active EE | $1,528 | $2,509-39.1% | $3,311-53.9% | $3,350-54.4% |
| Admin fee / account holder | $73 | $515-85.9% | $5,131-98.6% | $521-86.1% |