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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,166 |
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 | $27,516 | $55,785-50.7% | $96,583-71.5% | $106,520-74.2% |
| Participation rate | 63.2% | 53.4%+9.8pp | 69.8%-6.6pp | 71.3%-8.1pp |
| Annual return | 17.03% | 17.66%-0.6pp | 37.79%-20.8pp | 19.28%-2.3pp |
| Employer contribution / active EE | $968 | $1,042-7.1% | $2,357-59.0% | $2,840-65.9% |
| Participant deferral / active EE | $1,961 | $1,782+10.0% | $3,850-49.1% | $4,948-60.4% |
| Admin fee / account holder | $2 | $59-96.2% | $6,184-100.0% | $75-97.0% |