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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,386 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,972 | $174,559-77.1% | $105,387-62.1% | $67,579-40.9% |
| Participation rate | 55.4% | 88.2%-32.8pp | 82.6%-27.2pp | 71.3%-15.9pp |
| Annual return | 32.24% | 23.63%+8.6pp | 26.82%+5.4pp | 378.56%-346.3pp |
| Employer contribution / active EE | $1,851 | $4,874-62.0% | $4,213-56.1% | $2,148-13.8% |
| Participant deferral / active EE | $4,582 | $7,563-39.4% | $5,502-16.7% | $3,539+29.4% |
| Admin fee / account holder | $85 | $270-68.5% | $6,559-98.7% | $142-40.2% |