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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,883 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,550 | $28,416+92.0% | $73,550-25.8% | $69,631-21.7% |
| Participation rate | 20.5% | 38.3%-17.8pp | 54.9%-34.4pp | 70.7%-50.2pp |
| Annual return | 12.26% | -694.13%+706.4pp | -15.16%+27.4pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $97 | $430-77.5% | $1,219-92.1% | $2,032-95.2% |
| Participant deferral / active EE | $462 | $897-48.5% | $1,804-74.4% | $3,224-85.7% |
| Admin fee / account holder | $34 | $104-67.1% | $2,320-98.5% | $110-68.9% |