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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,289 |
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.
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 | $17,706 | $57,096-69.0% | $94,229-81.2% | $55,191-67.9% |
| Participation rate | 62.0% | 75.7%-13.7pp | 78.8%-16.8pp | 69.2%-7.2pp |
| Annual return | -0.02% | 159.65%-159.7pp | 10.68%-10.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,045 | $3,165-35.4% | $4,320-52.7% | $3,046-32.9% |
| Admin fee / account holder | $35 | $89-61.2% | $6,269-99.4% | $91-61.9% |