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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $29,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,328 | $36,916-28.7% | $156,551-83.2% | $57,658-54.3% |
| Participation rate | 39.3% | 63.4%-24.1pp | 84.0%-44.7pp | 70.2%-30.9pp |
| Annual return | 7.46% | 12.38%-4.9pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $296 | $1,571-81.1% | $5,501-94.6% | $1,974-85.0% |
| Participant deferral / active EE | $1,100 | $1,926-42.9% | $4,871-77.4% | $3,061-64.0% |
| Admin fee / account holder | $3 | $82-96.7% | $13,028-100.0% | $95-97.1% |