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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,346 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,837 | $47,922+81.2% | $75,886+14.4% | $65,185+33.2% |
| Participation rate | 37.7% | 63.0%-25.3pp | 69.3%-31.6pp | 70.2%-32.5pp |
| Annual return | 21.52% | 24.12%-2.6pp | 30.76%-9.2pp | 29.38%-7.9pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,901 | $2,550-25.4% | $3,603-47.2% | $3,514-45.9% |
| Admin fee / account holder | $16 | $532-96.9% | $5,418-99.7% | $847-98.1% |