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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,882 |
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 | $30,511 | $36,916-17.4% | $156,551-80.5% | $57,658-47.1% |
| Participation rate | 31.8% | 63.4%-31.7pp | 84.0%-52.2pp | 70.2%-38.5pp |
| Annual return | 6.73% | 12.38%-5.7pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,070 | $1,926-44.5% | $4,871-78.0% | $3,061-65.1% |
| Admin fee / account holder | $20 | $82-75.6% | $13,028-99.8% | $95-78.7% |