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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,114 | $56,339+74.1% | $104,301-5.9% | $68,486+43.3% |
| Participation rate | 69.4% | 63.3%+6.2pp | 73.3%-3.8pp | 67.9%+1.6pp |
| Annual return | -21.72% | -9.19%-12.5pp | 24.61%-46.3pp | -7.85%-13.9pp |
| Employer contribution / active EE | $3,002 | $1,960+53.1% | $3,373-11.0% | $2,597+15.6% |
| Participant deferral / active EE | $7,728 | $3,077+151.1% | $4,626+67.1% | $4,028+91.9% |
| Admin fee / account holder | $303 | $4,902-93.8% | $7,340-95.9% | $5,404-94.4% |