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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,695 |
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 | $61,481 | $39,245+56.7% | $64,105-4.1% | $52,331+17.5% |
| Participation rate | 35.4% | 58.2%-22.8pp | 68.2%-32.7pp | 68.1%-32.7pp |
| Annual return | -0.93% | 14.79%-15.7pp | 791.24%-792.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,184 | $1,992+9.7% | $2,822-22.6% | $3,022-27.7% |
| Admin fee / account holder | $72 | $592-87.9% | $4,499-98.4% | $592-87.9% |