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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,488 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,847 | $71,666-59.7% | $117,861-75.5% | $69,631-58.6% |
| Participation rate | 67.7% | 77.5%-9.9pp | 79.7%-12.0pp | 70.7%-3.0pp |
| Annual return | 15.75% | 18.86%-3.1pp | 335.11%-319.4pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,155 | $3,340-35.5% | $4,482-51.9% | $3,224-33.1% |
| Admin fee / account holder | $34 | $120-71.7% | $8,021-99.6% | $110-69.1% |