Filed June 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $108,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,647 | $57,610-15.6% | $154,803-68.6% | $102,872-52.7% |
| Participation rate | 48.1% | 59.5%-11.4pp | 78.1%-30.0pp | 73.0%-25.0pp |
| Annual return | 18.08% | 30.49%-12.4pp | 58.88%-40.8pp | 19.06%-1.0pp |
| Employer contribution / active EE | $1,204 | $1,883-36.1% | $4,305-72.0% | $3,526-65.9% |
| Participant deferral / active EE | $1,492 | $2,914-48.8% | $5,540-73.1% | $5,535-73.1% |
| Admin fee / account holder | $97 | $368-73.6% | $14,329-99.3% | $292-66.8% |