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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,848 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $87,575 | $55,790+57.0% | $76,667+14.2% | $67,582+29.6% |
| Participation rate | 16.1% | 71.1%-55.0pp | 72.1%-56.0pp | 71.3%-55.2pp |
| Annual return | 22.24% | 64.45%-42.2pp | 1166.74%-1144.5pp | 378.57%-356.3pp |
| Employer contribution / active EE | $490 | $1,810-73.0% | $2,303-78.7% | $2,148-77.2% |
| Participant deferral / active EE | $1,131 | $2,875-60.7% | $3,336-66.1% | $3,539-68.1% |
| Admin fee / account holder | $80 | $159-50.0% | $6,423-98.8% | $142-44.1% |