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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,323 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,603 | $31,424-72.6% | $81,473-89.4% | $69,631-87.6% |
| Participation rate | 87.1% | 50.8%+36.3pp | 68.0%+19.1pp | 70.7%+16.4pp |
| Annual return | 26.01% | 22.44%+3.6pp | 38.78%-12.8pp | 27571.02%-27545.0pp |
| Employer contribution / active EE | $42 | $1,029-95.9% | $2,568-98.4% | $2,032-97.9% |
| Participant deferral / active EE | $2,529 | $1,838+37.6% | $3,537-28.5% | $3,224-21.6% |
| Admin fee / account holder | $58 | $103-43.0% | $4,561-98.7% | $110-47.1% |