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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,430 | $61,166-48.6% | $185,849-83.1% | $79,391-60.4% |
| Participation rate | 40.8% | 66.6%-25.8pp | 81.7%-40.9pp | 70.7%-29.9pp |
| Annual return | 15.73% | 19.45%-3.7pp | 122.10%-106.4pp | 116.88%-101.2pp |
| Employer contribution / active EE | $682 | $2,321-70.6% | $5,169-86.8% | $2,428-71.9% |
| Participant deferral / active EE | $1,173 | $2,789-57.9% | $5,569-78.9% | $4,046-71.0% |
| Admin fee / account holder | $8 | $710-98.9% | $16,244-99.9% | $627-98.7% |