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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,161 |
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 | $59,306 | $101,672-41.7% | $147,117-59.7% | $74,478-20.4% |
| Participation rate | 62.6% | 75.5%-12.9pp | 82.2%-19.6pp | 67.2%-4.6pp |
| Annual return | 21.59% | 8757.83%-8736.2pp | 420.54%-398.9pp | 1370.56%-1349.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,490 | $7,305+29.9% | $8,065+17.7% | $4,350+118.2% |
| Admin fee / account holder | $7 | $1,753-99.6% | $12,993-99.9% | $1,946-99.6% |