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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,039 | $56,443-53.9% | $83,848-68.9% | $55,725-53.3% |
| Participation rate | 26.7% | 72.0%-45.3pp | 76.1%-49.5pp | 70.9%-44.2pp |
| Annual return | -7.94% | 393.67%-401.6pp | 850.88%-858.8pp | 244.93%-252.9pp |
| Employer contribution / active EE | $258 | $2,682-90.4% | $3,631-92.9% | $2,078-87.6% |
| Participant deferral / active EE | $1,551 | $2,965-47.7% | $4,082-62.0% | $3,356-53.8% |
| Admin fee / account holder | $4 | $156-97.1% | $5,478-99.9% | $115-96.1% |