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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,716 |
CALVETTI FERGUSON1 year Service code 10 · EIN 13-4255527 | Accounting | $6,158 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,608 | $165,381-66.4% | $149,730-62.9% | $158,966-65.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 27.26% | 348.29%-321.0pp | 276.70%-249.4pp | 302.95%-275.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,562 | $7,182-36.5% | $6,843-33.3% | $5,983-23.8% |
| Admin fee / account holder | $119 | $10,809-98.9% | $9,310-98.7% | $11,250-98.9% |