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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,172 |
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 | $56,209 | $89,367-37.1% | $141,191-60.2% | $72,975-23.0% |
| Participation rate | 44.8% | 75.1%-30.3pp | 82.5%-37.6pp | 69.5%-24.7pp |
| Annual return | 25.71% | 111.87%-86.2pp | 71.41%-45.7pp | 81.01%-55.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,829 | $5,419-10.9% | $6,710-28.0% | $3,608+33.8% |
| Admin fee / account holder | $91 | $5,957-98.5% | $10,264-99.1% | $5,124-98.2% |