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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $782 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,689 | $58,895-25.8% | $178,503-75.5% | $73,497-40.6% |
| Participation rate | 45.7% | 66.2%-20.5pp | 81.9%-36.2pp | 70.7%-25.0pp |
| Annual return | 11.71% | 24.86%-13.2pp | 151.12%-139.4pp | 28.51%-16.8pp |
| Employer contribution / active EE | $1,020 | $2,236-54.4% | $5,011-79.7% | $2,270-55.1% |
| Participant deferral / active EE | $1,117 | $2,567-56.5% | $5,202-78.5% | $3,740-70.1% |
| Admin fee / account holder | $4 | $400-98.9% | $13,987-100.0% | $513-99.1% |