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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,119 |
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 | $27,967 | $85,635-67.3% | $123,894-77.4% | $63,975-56.3% |
| Participation rate | 53.7% | 74.9%-21.3pp | 81.4%-27.7pp | 71.1%-17.5pp |
| Annual return | 24.52% | 15.74%+8.8pp | 47.52%-23.0pp | 48.65%-24.1pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,862 | $5,667+3.4% | $5,984-2.0% | $3,356+74.6% |
| Admin fee / account holder | $2 | $75-97.5% | $8,357-100.0% | $70-97.3% |