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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,240 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,831 | $72,254-60.1% | $86,677-66.7% | $64,808-55.5% |
| Participation rate | 50.2% | 80.4%-30.2pp | 76.6%-26.4pp | 71.5%-21.3pp |
| Annual return | 5.90% | 392.42%-386.5pp | 35.91%-30.0pp | 32.82%-26.9pp |
| Employer contribution / active EE | $1 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $7,522 | $4,658+61.5% | $4,656+61.6% | $4,310+74.5% |
| Admin fee / account holder | $74 | $174-57.4% | $7,493-99.0% | $188-60.5% |