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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$164,909 |
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.
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 | $19,379 | $47,540-59.2% | $79,591-75.7% | $89,433-78.3% |
| Participation rate | 62.5% | 54.9%+7.6pp | 69.5%-7.0pp | 71.3%-8.7pp |
| Annual return | -17.02% | -8.05%-9.0pp | 0.18%-17.2pp | -11.88%-5.1pp |
| Employer contribution / active EE | $820 | $1,122-26.9% | $2,413-66.0% | $3,021-72.8% |
| Participant deferral / active EE | $1,681 | $1,961-14.3% | $3,986-57.8% | $5,125-67.2% |
| Admin fee / account holder | -$8 | $59-114.4% | $6,815-100.1% | $79-110.6% |