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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,283 | $130,294-68.3% | $170,028-75.7% | $71,495-42.3% |
| Participation rate | 61.7% | 86.2%-24.4pp | 87.0%-25.3pp | 67.9%-6.2pp |
| Annual return | 42.39% | 20.36%+22.0pp | 53.39%-11.0pp | 28.85%+13.5pp |
| Employer contribution / active EE | $2,199 | $4,385-49.9% | $6,788-67.6% | $2,589-15.1% |
| Participant deferral / active EE | $4,627 | $6,928-33.2% | $10,409-55.6% | $4,291+7.8% |
| Admin fee / account holder | $127 | $966-86.9% | $12,820-99.0% | $1,588-92.0% |