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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,758 |
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 | $30,048 | $57,458-47.7% | $95,740-68.6% | $96,393-68.8% |
| Participation rate | 30.7% | 47.9%-17.3pp | 72.3%-41.6pp | 71.3%-40.6pp |
| Annual return | 20.53% | 17.80%+2.7pp | 28.41%-7.9pp | 22.88%-2.3pp |
| Employer contribution / active EE | $209 | $1,155-81.9% | $2,836-92.6% | $3,239-93.6% |
| Participant deferral / active EE | $960 | $2,443-60.7% | $4,244-77.4% | $5,455-82.4% |
| Admin fee / account holder | $14 | $61-76.7% | $5,676-99.8% | $74-80.9% |