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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $12,556 | $39,909-68.5% | $78,775-84.1% | $80,976-84.5% |
| Participation rate | 69.4% | 55.7%+13.6pp | 69.2%+0.2pp | 68.3%+1.1pp |
| Annual return | 22.50% | 23.47%-1.0pp | 35.62%-13.1pp | 22.91%-0.4pp |
| Employer contribution / active EE | $606 | $778-22.1% | $1,986-69.5% | $2,402-74.8% |
| Participant deferral / active EE | $1,153 | $1,359-15.2% | $2,958-61.0% | $3,848-70.0% |
| Admin fee / account holder | $4 | $50-92.3% | $5,132-99.9% | $67-94.3% |