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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,825 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,928 | $91,439-3.8% | $135,974-35.3% | $71,511+23.0% |
| Participation rate | 28.4% | 75.7%-47.2pp | 81.9%-53.5pp | 67.9%-39.5pp |
| Annual return | 26.21% | 29.90%-3.7pp | 68.30%-42.1pp | 28.86%-2.6pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,472 | $7,093-36.9% | $7,760-42.4% | $4,291+4.2% |
| Admin fee / account holder | $17 | $1,267-98.7% | $10,767-99.8% | $1,588-98.9% |