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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,250 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,830 | $86,791-72.5% | $115,038-79.3% | $59,188-59.7% |
| Participation rate | 52.2% | 72.8%-20.7pp | 81.4%-29.2pp | 69.4%-17.3pp |
| Annual return | 12.15% | 4.44%+7.7pp | 26.14%-14.0pp | 5.51%+6.6pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $5,365 | $5,298+1.3% | $6,026-11.0% | $3,265+64.3% |
| Admin fee / account holder | $1 | $95-98.4% | $8,175-100.0% | $92-98.4% |