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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,960 |
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 | $140,359 | $88,122+59.3% | $141,197-0.6% | $67,582+107.7% |
| Participation rate | 62.0% | 76.5%-14.4pp | 82.5%-20.4pp | 71.3%-9.2pp |
| Annual return | 23.75% | 75.40%-51.7pp | 71.41%-47.7pp | 378.57%-354.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,898 | $5,958+15.8% | $6,710+2.8% | $3,539+94.9% |
| Admin fee / account holder | $8 | $131-94.0% | $10,265-99.9% | $142-94.5% |