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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,527 |
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 | $31,560 | $91,439-65.5% | $135,974-76.8% | $71,511-55.9% |
| Participation rate | 65.9% | 75.7%-9.8pp | 81.9%-16.0pp | 67.9%-2.0pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.30%-68.3pp | 28.86%-28.9pp |
| Employer contribution / active EE | $10 | $3,705-99.7% | $4,859-99.8% | $2,589-99.6% |
| Participant deferral / active EE | $7,342 | $7,093+3.5% | $7,760-5.4% | $4,291+71.1% |
| Admin fee / account holder | $28 | $1,267-97.8% | $10,767-99.7% | $1,588-98.3% |