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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,989 |
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 | $14,554 | $75,388-80.7% | $123,553-88.2% | $55,727-73.9% |
| Participation rate | 88.3% | 75.7%+12.6pp | 82.3%+6.0pp | 70.9%+17.4pp |
| Annual return | 7.84% | 4.48%+3.4pp | 119.21%-111.4pp | 244.94%-237.1pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,947 | $5,651+5.2% | $6,426-7.5% | $3,356+77.2% |
| Admin fee / account holder | $59 | $120-50.6% | $9,284-99.4% | $115-48.7% |