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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,916 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,906 | $107,378-88.0% | $108,582-88.1% | $57,658-77.6% |
| Participation rate | 85.4% | 77.1%+8.2pp | 79.6%+5.8pp | 70.2%+15.1pp |
| Annual return | 15.25% | 12.80%+2.5pp | -51.70%+66.9pp | 5.13%+10.1pp |
| Employer contribution / active EE | $145 | $1,782-91.9% | $3,758-96.2% | $1,974-92.7% |
| Participant deferral / active EE | $1,754 | $3,221-45.5% | $4,311-59.3% | $3,061-42.7% |
| Admin fee / account holder | $30 | $108-72.2% | $7,645-99.6% | $95-68.1% |