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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,601 | $38,058-1.2% | $169,463-77.8% | $75,289-50.1% |
| Participation rate | 36.6% | 65.1%-28.5pp | 77.8%-41.2pp | 72.4%-35.8pp |
| Annual return | -6.52% | -2.88%-3.6pp | 1.83%-8.4pp | -0.04%-6.5pp |
| Employer contribution / active EE | $1,003 | $1,478-32.2% | $4,159-75.9% | $2,405-58.3% |
| Participant deferral / active EE | $2,302 | $3,201-28.1% | $5,277-56.4% | $3,739-38.4% |
| Admin fee / account holder | $125 | $85+46.5% | $9,109-98.6% | $102+22.0% |