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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,260 |
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.
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 | $62,036 | $58,726+5.6% | $92,240-32.7% | $62,293-0.4% |
| Participation rate | 58.0% | 68.3%-10.3pp | 76.5%-18.5pp | 69.5%-11.5pp |
| Annual return | 19.72% | 43.62%-23.9pp | 176.29%-156.6pp | 28.90%-9.2pp |
| Employer contribution / active EE | $367 | $2,392-84.7% | $3,680-90.0% | $2,042-82.0% |
| Participant deferral / active EE | $2,701 | $2,766-2.4% | $3,897-30.7% | $3,169-14.8% |
| Admin fee / account holder | $12 | $556-97.9% | $5,194-99.8% | $479-97.5% |