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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,375 |
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 | $97,439 | $78,781+23.7% | $100,535-3.1% | $73,412+32.7% |
| Participation rate | 49.3% | 80.0%-30.7pp | 79.4%-30.1pp | 72.2%-22.8pp |
| Annual return | 20.33% | 31.69%-11.4pp | 30.90%-10.6pp | 59.30%-39.0pp |
| Employer contribution / active EE | $224 | $2,420-90.7% | $3,419-93.4% | $2,234-90.0% |
| Participant deferral / active EE | $3,116 | $6,537-52.3% | $6,271-50.3% | $3,806-18.1% |
| Admin fee / account holder | $16 | $145-88.8% | $8,085-99.8% | $158-89.6% |