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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,730 | $89,652-76.9% | $141,177-85.3% | $65,185-68.2% |
| Participation rate | 53.5% | 74.7%-21.2pp | 82.5%-29.0pp | 70.2%-16.7pp |
| Annual return | 38.26% | 32.79%+5.5pp | 71.40%-33.1pp | 29.38%+8.9pp |
| Employer contribution / active EE | $1,715 | $3,065-44.0% | $4,736-63.8% | $2,177-21.2% |
| Participant deferral / active EE | $3,650 | $5,691-35.9% | $6,710-45.6% | $3,514+3.9% |
| Admin fee / account holder | $61 | $569-89.2% | $10,263-99.4% | $847-92.7% |