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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,946 |
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.
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 | $143,730 | $84,487+70.1% | $125,339+14.7% | $66,914+114.8% |
| Participation rate | 61.2% | 76.4%-15.3pp | 82.4%-21.2pp | 69.8%-8.7pp |
| Annual return | -18.69% | -8.39%-10.3pp | 572.05%-590.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,633 | $6,781+42.1% | $7,446+29.4% | $4,237+127.4% |
| Admin fee / account holder | $147 | $685-78.6% | $10,010-98.5% | $593-75.3% |