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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,308 |
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 | $102,143 | $80,177+27.4% | $123,894-17.6% | $57,658+77.2% |
| Participation rate | 59.3% | 74.4%-15.1pp | 81.4%-22.1pp | 70.2%-10.9pp |
| Annual return | 7.66% | 17.90%-10.2pp | 47.52%-39.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,755 | $5,130+12.2% | $5,984-3.8% | $3,061+88.0% |
| Admin fee / account holder | $10 | $106-90.2% | $8,357-99.9% | $95-89.0% |