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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,999 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $681,295 | $81,276+738.3% | $155,574+337.9% | $80,925+741.9% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.7%+29.2pp |
| Annual return | 63.48% | 33.36%+30.1pp | 64.87%-1.4pp | 35.65%+27.8pp |
| Employer contribution / active EE | $48,133 | $3,103+1451.2% | $4,676+929.4% | $2,756+1646.3% |
| Participant deferral / active EE | $6,927 | $3,453+100.6% | $5,629+23.0% | $4,299+61.1% |
| Admin fee / account holder | -$185 | $7,993-102.3% | $15,914-101.2% | $6,940-102.7% |