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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,767 | $77,677-64.3% | $109,173-74.6% | $79,391-65.0% |
| Participation rate | 58.9% | 67.8%-8.9pp | 75.9%-17.0pp | 70.7%-11.8pp |
| Annual return | 16.99% | 23.44%-6.5pp | 25.75%-8.8pp | 116.88%-99.9pp |
| Employer contribution / active EE | $1,839 | $2,798-34.3% | $3,723-50.6% | $2,428-24.3% |
| Participant deferral / active EE | $3,566 | $3,517+1.4% | $4,654-23.4% | $4,046-11.9% |
| Admin fee / account holder | $33 | $732-95.5% | $6,755-99.5% | $627-94.8% |