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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,344 |
WEINBERG & CO. LA, LLP2 years Filed as: WEINBERG & CO. LA Service code 10 · EIN 27-4113811 | Accounting | $9,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,549 | $44,897-47.5% | $85,063-72.3% | $199,874-88.2% |
| Participation rate | 25.5% | 45.7%-20.2pp | 67.5%-42.0pp | 72.0%-46.5pp |
| Annual return | 13.68% | 20.96%-7.3pp | 66.54%-52.9pp | 34.28%-20.6pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $3,599 | $2,668+34.9% | $4,523-20.4% | $5,090-29.3% |
| Admin fee / account holder | $71 | $584-87.8% | $6,155-98.8% | $269-73.5% |