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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,786 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,736 | $81,474-30.4% | $133,959-57.6% | $73,493-22.8% |
| Participation rate | 37.3% | 76.4%-39.1pp | 79.8%-42.6pp | 70.7%-33.4pp |
| Annual return | 22.31% | 19.40%+2.9pp | 45.09%-22.8pp | 28.51%-6.2pp |
| Employer contribution / active EE | $411 | $2,209-81.4% | $3,919-89.5% | $2,270-81.9% |
| Participant deferral / active EE | $2,115 | $3,786-44.2% | $5,047-58.1% | $3,740-43.5% |
| Admin fee / account holder | $38 | $713-94.7% | $8,928-99.6% | $513-92.7% |