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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,933 | $65,125-58.6% | $143,797-81.3% | $66,949-59.8% |
| Participation rate | 68.2% | 65.2%+3.0pp | 80.3%-12.1pp | 69.8%-1.6pp |
| Annual return | -20.05% | -11.13%-8.9pp | -0.04%-20.0pp | 1.57%-21.6pp |
| Employer contribution / active EE | $1,510 | $2,362-36.1% | $4,952-69.5% | $2,545-40.7% |
| Participant deferral / active EE | $5,141 | $2,920+76.0% | $5,638-8.8% | $4,239+21.3% |
| Admin fee / account holder | $31 | $503-93.8% | $14,679-99.8% | $594-94.7% |