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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,878 |
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).
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 | $58,900 | $59,191-0.5% | $76,767-23.3% | $56,289+4.6% |
| Participation rate | 58.2% | 75.2%-17.0pp | 77.0%-18.8pp | 69.9%-11.7pp |
| Annual return | -5.12% | 6.62%-11.7pp | 2.43%-7.5pp | -9.96%+4.8pp |
| Employer contribution / active EE | $335 | $1,759-80.9% | $2,485-86.5% | $2,111-84.1% |
| Participant deferral / active EE | $3,795 | $3,255+16.6% | $3,852-1.5% | $3,350+13.3% |
| Admin fee / account holder | $30 | $489-93.9% | $6,675-99.6% | $521-94.3% |