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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,201 |
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 | $50,616 | $25,302+100.0% | $74,719-32.3% | $67,579-25.1% |
| Participation rate | 19.9% | 37.8%-17.9pp | 54.5%-34.5pp | 71.3%-51.3pp |
| Annual return | 16.45% | 10291.17%-10274.7pp | 753.05%-736.6pp | 378.56%-362.1pp |
| Employer contribution / active EE | $109 | $446-75.6% | $1,084-90.0% | $2,148-94.9% |
| Participant deferral / active EE | $575 | $954-39.8% | $1,963-70.7% | $3,539-83.8% |
| Admin fee / account holder | $45 | $108-58.4% | $3,334-98.7% | $142-68.5% |