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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $30,100 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,904 | $84,493+50.2% | $125,381+1.2% | $66,938+89.6% |
| Participation rate | 46.9% | 76.4%-29.5pp | 82.4%-35.5pp | 69.8%-22.9pp |
| Annual return | -17.36% | -8.49%-8.9pp | 572.31%-589.7pp | 1.58%-18.9pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,556 | $6,783-32.8% | $7,448-38.8% | $4,238+7.5% |
| Admin fee / account holder | $3 | $685-99.6% | $10,007-100.0% | $594-99.5% |