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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,094 |
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.
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 | $103,125 | $88,324+16.8% | $115,038-10.4% | $55,191+86.8% |
| Participation rate | 58.5% | 72.5%-14.1pp | 81.4%-22.9pp | 69.2%-10.7pp |
| Annual return | 1.39% | 6.30%-4.9pp | 26.14%-24.8pp | 10.78%-9.4pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,959 | $5,042-1.7% | $6,026-17.7% | $3,046+62.8% |
| Admin fee / account holder | $9 | $105-91.3% | $8,175-99.9% | $91-89.9% |