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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,512 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,672 | $45,959-59.4% | $91,225-79.5% | $77,906-76.0% |
| Participation rate | 59.1% | 66.3%-7.2pp | 73.2%-14.1pp | 73.7%-14.6pp |
| Annual return | 46.97% | -5.32%+52.3pp | 114.12%-67.2pp | 12.16%+34.8pp |
| Employer contribution / active EE | $4 | $1,451-99.7% | $2,851-99.9% | $2,846-99.9% |
| Participant deferral / active EE | $5,907 | $3,283+80.0% | $4,233+39.5% | $4,805+22.9% |
| Admin fee / account holder | $3 | $99-96.9% | $5,422-99.9% | $133-97.7% |