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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,672 |
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 | $49,772 | $120,072-58.5% | $199,883-75.1% | $71,012-29.9% |
| Participation rate | 49.9% | 88.3%-38.4pp | 86.8%-36.9pp | 58.6%-8.7pp |
| Annual return | 40.94% | 28.85%+12.1pp | 43.81%-2.9pp | 37.67%+3.3pp |
| Employer contribution / active EE | $0 | $4,435-100.0% | $6,261-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $4,880 | $7,789-37.3% | $9,138-46.6% | $3,246+50.3% |
| Admin fee / account holder | $165 | $308-46.5% | $17,268-99.0% | $1,167-85.9% |