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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,105 |
Service code 27 · EIN 26-4649377 | Advisory (Plan) | $47,169 |
BROUSSARD & COMPANY, CPA'S L.L.C9+ years Service code 10 · EIN 72-1447940 | Accounting | $7,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,604 | $53,165+55.4% | $86,235-4.2% | $74,473+10.9% |
| Participation rate | 32.3% | 64.9%-32.5pp | 69.0%-36.6pp | 70.7%-38.4pp |
| Annual return | 17.02% | 22.64%-5.6pp | 1170.03%-1153.0pp | 34.36%-17.3pp |
| Employer contribution / active EE | $326 | $1,210-73.1% | $2,381-86.3% | $2,638-87.7% |
| Participant deferral / active EE | $1,194 | $3,234-63.1% | $3,987-70.0% | $4,530-73.6% |
| Admin fee / account holder | $272 | $551-50.6% | $6,856-96.0% | $347-21.6% |