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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $14,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,740 | $45,566+75.0% | $64,105+24.4% | $59,633+33.7% |
| Participation rate | 34.1% | 60.2%-26.1pp | 68.2%-34.1pp | 68.7%-34.6pp |
| Annual return | 1.82% | 4.95%-3.1pp | 791.24%-789.4pp | 2041.40%-2039.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,599 | $2,057+26.4% | $2,822-7.9% | $3,192-18.6% |
| Admin fee / account holder | $2 | $3,268-99.9% | $4,499-99.9% | $4,297-99.9% |