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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
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.
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,888 | $54,193-22.7% | $93,606-55.3% | $77,643-46.0% |
| Participation rate | 38.6% | 63.9%-25.3pp | 68.7%-30.1pp | 70.6%-31.9pp |
| Annual return | 10.40% | 30.54%-20.1pp | 133.20%-122.8pp | 31.24%-20.8pp |
| Employer contribution / active EE | $411 | $1,168-64.8% | $2,420-83.0% | $2,726-84.9% |
| Participant deferral / active EE | $1,232 | $3,144-60.8% | $4,411-72.1% | $4,647-73.5% |
| Admin fee / account holder | $9 | $576-98.5% | $8,285-99.9% | $430-98.0% |