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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,249 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,046 | $79,523-67.2% | $140,019-81.4% | $56,287-53.7% |
| Participation rate | 45.8% | 85.7%-39.9pp | 87.5%-41.7pp | 69.9%-24.1pp |
| Annual return | -4.52% | 2.39%-6.9pp | 651.15%-655.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $542 | $3,350-83.8% | $5,605-90.3% | $2,111-74.3% |
| Participant deferral / active EE | $3,019 | $5,129-41.1% | $6,927-56.4% | $3,350-9.9% |
| Admin fee / account holder | $28 | $614-95.4% | $10,705-99.7% | $521-94.6% |