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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,215 |
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 | $38,889 | $60,165-35.4% | $74,184-47.6% | $55,167-29.5% |
| Participation rate | 56.0% | 74.2%-18.1pp | 76.6%-20.6pp | 69.0%-13.0pp |
| Annual return | 5.57% | 10.00%-4.4pp | 17.74%-12.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $5 | $1,600-99.7% | $2,370-99.8% | $1,963-99.7% |
| Participant deferral / active EE | $1,590 | $2,973-46.5% | $3,550-55.2% | $3,054-47.9% |
| Admin fee / account holder | $35 | $419-91.6% | $5,586-99.4% | $504-93.0% |