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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,702 |
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 | $87,975 | $91,517-3.9% | $101,264-13.1% | $73,412+19.8% |
| Participation rate | 20.4% | 73.8%-53.4pp | 75.8%-55.4pp | 72.2%-51.8pp |
| Annual return | 11.12% | 17.17%-6.0pp | 46.48%-35.4pp | 59.30%-48.2pp |
| Employer contribution / active EE | $367 | $2,877-87.2% | $3,660-90.0% | $2,234-83.6% |
| Participant deferral / active EE | $1,469 | $3,338-56.0% | $4,370-66.4% | $3,806-61.4% |
| Admin fee / account holder | $149 | $216-31.0% | $5,947-97.5% | $158-5.7% |