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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $91,956 | $64,286+43.0% | $90,970+1.1% | $73,412+25.3% |
| Participation rate | 37.4% | 63.6%-26.2pp | 69.0%-31.7pp | 72.2%-34.8pp |
| Annual return | 18.71% | 21.46%-2.7pp | 134.58%-115.9pp | 59.30%-40.6pp |
| Employer contribution / active EE | $845 | $895-5.5% | $2,122-60.2% | $2,234-62.2% |
| Participant deferral / active EE | $2,006 | $2,453-18.2% | $3,373-40.5% | $3,806-47.3% |
| Admin fee / account holder | $234 | $287-18.4% | $5,960-96.1% | $158+48.4% |