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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,702 | $104,336-76.3% | $159,474-84.5% | $86,821-71.5% |
| Participation rate | 71.8% | 77.7%-5.9pp | 82.8%-11.0pp | 72.3%-0.5pp |
| Annual return | 45.93% | 26.32%+19.6pp | 263.68%-217.7pp | 97.94%-52.0pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $6,001 | $6,837-12.2% | $7,353-18.4% | $4,132+45.2% |
| Admin fee / account holder | $36 | $172-79.1% | $10,802-99.7% | $170-78.7% |